Instuitional Investor - Wealth Management Resources, Inc.
Fund Profile
Filing Period:
Fund Name: | Wealth Management Resources, Inc. |
Portfolio Value | $270,998,793 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Invesco Exchange Traded Fd T - S&P500 QUALITY | 502,362 | $33,673,292 | 12.42% | |
2. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 609,484 | $27,347,564 | 10.09% | |
3. | IEF | 287,505 | $26,579,919 | 9.8% | |
4. | Spdr Series Trust | 298,239 | $26,215,253 | 9.67% | |
5. | FNDF | 865,387 | $23,642,390 | 8.72% |