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Home > Institutional Investor > Aurum Wealth Management Group, Llc > Profile

Instuitional Investor - Aurum Wealth Management Group, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Aurum Wealth Management Group, Llc
Portfolio Value	$1,156,968,358

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	IEF	345,386	$194,072,305	16.77%
2.	Schwab Strategic Trust	FNDF	3,618,623	$79,899,186	6.91%
3.	Vanguard Tax-Managed Fds		1,276,298	$64,874,244	5.61%
4.	Janus Detroit Str Tr		1,232,858	$62,518,253	5.4%
5.	Schwab Strategic Trust	FNDF	2,072,513	$48,558,980	4.2%