Instuitional Investor - Wealth Management Resources, Inc.
Fund Profile
Filing Period:
| Fund Name: | Wealth Management Resources, Inc. |
| Portfolio Value | $275,546,098 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Invesco Exchange Traded Fd T - S&P500 QUALITY | 512,389 | $33,991,927 | 12.34% | |
| 2. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 634,482 | $28,964,103 | 10.51% | |
| 3. | IEF | 287,546 | $27,423,346 | 9.95% | |
| 4. | FNDF | 872,406 | $24,392,494 | 8.85% | |
| 5. | Spdr Series Trust | 300,392 | $24,142,573 | 8.76% |
