Instuitional Investor - Wealth Group Ltd
Fund Profile
Filing Period:
| Fund Name: | Wealth Group Ltd |
| Portfolio Value | $341,312,607 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 197,096 | $110,748,333 | 32.45% | |
| 2. | Ishares - MSCI USA QLT FCT | 179,091 | $30,604,870 | 8.97% | |
| 3. | Pacer | 478,059 | $26,178,522 | 7.67% | |
| 4. | Vanguard - S&P 500 ETF SHS | 47,690 | $24,508,531 | 7.18% | |
| 5. | Vanguard World Fund | 39,551 | $21,451,792 | 6.29% |
