Instuitional Investor - Bennett Associates Wealth Management
Fund Profile
Filing Period:
| Fund Name: | Bennett Associates Wealth Management |
| Portfolio Value | $130,054,682 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | First Tr Exchange-Traded Fd - CAP STRENGTH ETF | 259,743 | $23,608,041 | 18.15% | |
| 2. | Ishares Tr - CORE MSCI EAFE | 177,173 | $14,790,402 | 11.37% | |
| 3. | Goldman Sachs Etf Tr | 78,023 | $9,470,431 | 7.28% | |
| 4. | Vanguard World Fd | 21,137 | $7,739,735 | 5.95% | |
| 5. | Ishares Inc - MSCI EMRG CHN | 119,165 | $7,524,078 | 5.79% |
