Instuitional Investor - Smart Wealth Llc
Fund Profile
Filing Period:
Fund Name: | Smart Wealth Llc |
Portfolio Value | $280,980,685 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Innovator Etfs Trust | 430,334 | $13,875,647 | 4.93% | |
2. | Innovator Etfs Trust | 593,517 | $11,843,751 | 4.21% | |
3. | Vanguard Scottsdale Funds | 183,791 | $10,692,948 | 3.8% | |
4. | NVDA | 72,311 | $9,710,646 | 3.45% | |
5. | Vanguard Index Fds | 16,293 | $8,778,823 | 3.12% |