Instuitional Investor - Selective Wealth Management
Fund Profile
Filing Period:
| Fund Name: | Selective Wealth Management |
| Portfolio Value | $229,837,295 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 125,699 | $61,661,656 | 26.83% | |
| 2. | Ishares Tr | 357,064 | $35,881,346 | 15.61% | |
| 3. | Wisdomtree Tr | 303,774 | $9,277,254 | 4.04% | |
| 4. | META | 16,277 | $8,847,797 | 3.85% | |
| 5. | J P Morgan Exchange Traded F | 162,137 | $8,752,138 | 3.81% |
