Instuitional Investor - Schwallier Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Schwallier Wealth Management Llc |
| Portfolio Value | $156,511,255 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Invesco Exchange Traded Fd T - S&P500 QUALITY | 383,403 | $29,671,572 | 18.96% | |
| 2. | Vanguard Index Fds - VALUE ETF | 105,642 | $21,102,017 | 13.48% | |
| 3. | Pimco Etf Trust | 784,081 | $21,052,582 | 13.45% | |
| 4. | FNDF | 608,274 | $19,464,768 | 12.44% | |
| 5. | Invesco Exch Traded Fd Tr Ii | 305,116 | $8,380,273 | 5.35% |
Hedge Fund Resource Center 
