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Home > Institutional Investor > Alliance Wealth Management Group > Profile

Instuitional Investor - Alliance Wealth Management Group

Fund Profile
Filing Period:
Fund Name: Alliance Wealth Management Group
Portfolio Value $513,705,404
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 2,222,715 $65,414,512 12.73%
2.
Ishares Trust
 IEF 61,877 $46,339,972 9.02%
3.
Ishares Tr - IBOXX HI YD ETF
 313,153 $25,042,626 4.87%
4.
Ishares Trust
 IEF 214,856 $23,433,608 4.56%
5.
Schwab Strategic Trust
 SCHD 956,732 $22,129,220 4.31%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.