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Home > Institutional Investor > Apex Wealth Management, Llc > Profile

Instuitional Investor - Apex Wealth Management, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Apex Wealth Management, Llc
Portfolio Value	$145,746,523

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Schwab Strategic Trust	FNDF	319,126	$9,296,133	6.38%
2.	Ishares Trust	IEF	14,154	$9,245,282	6.34%
3.	Ishares Tr		80,391	$8,874,383	6.09%
4.	Vanguard Index Fds - GROWTH ETF		19,002	$8,299,701	5.69%
5.	Vanguard Index Fds		25,045	$8,034,640	5.51%