Instuitional Investor - Sterling Group Wealth Management, Llc
13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Tax-Managed Fds | 678,211 | $32,486,303 | 25.24% | |
2. | Invesco Exchange Traded Fd T | 358,506 | $19,388,024 | 15.06% | |
3. | Vanguard Index Fds | 67,173 | $10,042,417 | 7.8% | |
4. | Spdr Series Trust | 160,829 | $8,990,318 | 6.98% | |
5. | IEF | 113,384 | $7,730,523 | 6% |