Instuitional Investor - Sterling Group Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Sterling Group Wealth Management, Llc |
| Portfolio Value | $206,597,992 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 1,030,149 | $82,638,520 | 40% | |
| 2. | Invesco Exchange Traded Fd T - S&P500 QUALITY | 271,552 | $20,379,967 | 9.86% | |
| 3. | VLUE | 131,314 | $12,610,084 | 6.1% | |
| 4. | Vanguard Tax-Managed Fds | 186,298 | $11,638,020 | 5.63% | |
| 5. | Rbb Fd Inc | 228,481 | $11,396,635 | 5.52% |
Hedge Fund Resource Center 
