Instuitional Investor - Schwallier Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Schwallier Wealth Management Llc |
| Portfolio Value | $131,443,270 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Invesco Exchange Traded Fd T | 446,061 | $29,899,483 | 22.74% | |
| 2. | J P Morgan Exchange Traded F | 297,437 | $14,981,888 | 11.39% | |
| 3. | Vanguard Index Fds | 77,410 | $13,105,564 | 9.97% | |
| 4. | Invesco Exchange Traded Fd T | 115,593 | $11,382,483 | 8.65% | |
| 5. | Wisdomtree Tr | 259,106 | $11,120,815 | 8.46% |
