Instuitional Investor - Tmd Wealth Management, Llc
Fund Profile
Filing Period:
Fund Name: | Tmd Wealth Management, Llc |
Portfolio Value | $383,709,325 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds | 389,714 | $58,262,252 | 15.18% | |
2. | Simplify Exchange Traded Fun | 1,932,803 | $49,595,718 | 12.92% | |
3. | Vanguard Index Fds | 159,165 | $49,481,200 | 12.89% | |
4. | Ishares Tr | 235,361 | $34,630,961 | 9.02% | |
5. | Simplify Exchange Traded Fun | 1,158,978 | $26,401,511 | 6.88% |