Instuitional Investor - Strategies Wealth Advisors, Llc
Fund Profile
Filing Period:
Fund Name: | Strategies Wealth Advisors, Llc |
Portfolio Value | $803,168,228 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds - GROWTH ETF | 282,482 | $119,413,619 | 14.86% | |
2. | Vanguard Index Fds - VALUE ETF | 662,193 | $117,108,789 | 14.58% | |
3. | Spdr Index Shs Fds | 3,162,651 | $114,076,819 | 14.2% | |
4. | Ishares Tr | 1,205,081 | $76,582,899 | 9.53% | |
5. | Ishares Tr - MSCI USA QLT FCT | 250,931 | $46,232,831 | 5.75% |