Instuitional Investor - Sar Wealth Management Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Sar Wealth Management Group, Llc |
| Portfolio Value | $149,209,656 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | First Tr Exchange Traded Fd - DORSEY WRT 5 ETF | 455,580 | $24,993,139 | 16.75% | |
| 2. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 498,577 | $22,760,030 | 15.25% | |
| 3. | Vanguard Index Fds | 55,108 | $15,145,847 | 10.15% | |
| 4. | Invesco Exchange Traded Fd T - S&P500 EQL WGT | 86,710 | $15,020,698 | 10.07% | |
| 5. | Spdr Series Trust | 91,183 | $12,371,701 | 8.29% |
