Instuitional Investor - Sar Wealth Management Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Sar Wealth Management Group, Llc |
| Portfolio Value | $148,900,941 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | First Tr Exchange-Traded Fd - DORSEY WRT 5 ETF | 449,550 | $26,550,446 | 17.83% | |
| 2. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 488,984 | $21,940,691 | 14.73% | |
| 3. | Vanguard Index Fds | 53,891 | $15,618,085 | 10.48% | |
| 4. | Invesco Exchange Traded Fd T - S&P500 EQL WGT | 84,925 | $14,881,392 | 9.99% | |
| 5. | Spdr Series Trust | 88,985 | $11,754,946 | 7.89% |
