Instuitional Investor - Sar Wealth Management Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Sar Wealth Management Group, Llc |
| Portfolio Value | $182,211,958 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | First Tr Exchange Traded Fd - DORSEY WRT 5 ETF | 470,168 | $29,582,806 | 16.24% | |
| 2. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 565,126 | $26,018,383 | 14.28% | |
| 3. | Vanguard Index Fds | 56,067 | $18,797,651 | 10.32% | |
| 4. | Invesco Exchange Traded Fd T - S&P500 EQL WGT | 90,081 | $17,255,858 | 9.47% | |
| 5. | Spdr Series Trust | 95,884 | $13,343,225 | 7.32% |
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