Instuitional Investor - Tmd Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Tmd Wealth Management, Llc |
| Portfolio Value | $456,146,893 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - VALUE ETF | 441,200 | $70,772,874 | 15.52% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 153,451 | $57,392,066 | 12.58% | |
| 3. | Simplify Exchange Traded Fun | 1,920,361 | $47,505,694 | 10.41% | |
| 4. | Ishares Tr - MSCI USA QLT FCT | 244,979 | $41,832,544 | 9.17% | |
| 5. | Wisdomtree Tr | 371,126 | $28,966,410 | 6.35% |
