Instuitional Investor - Sterling Group Wealth Management, Llc
13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Spdr Series Trust | 919,083 | $60,438,897 | 32.41% | |
2. | Invesco Exchange Traded Fd T - S&P500 QUALITY | 398,055 | $26,406,962 | 14.16% | |
3. | VLUE | 135,799 | $11,098,872 | 5.95% | |
4. | Vanguard Tax-Managed Fds | 200,825 | $10,207,943 | 5.47% | |
5. | Spdr Series Trust | 187,837 | $9,592,856 | 5.14% |