Instuitional Investor - Wealth Group Ltd
Fund Profile
Filing Period:
| Fund Name: | Wealth Group Ltd |
| Portfolio Value | $345,901,742 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 194,825 | $114,689,313 | 33.15% | |
| 2. | Ishares - MSCI USA QLT FCT | 171,633 | $30,564,363 | 8.83% | |
| 3. | Pacer | 470,776 | $26,589,432 | 7.68% | |
| 4. | Vanguard - S&P 500 ETF SHS | 44,839 | $24,159,776 | 6.98% | |
| 5. | Vanguard World Fund | 38,374 | $23,861,215 | 6.89% |
