Instuitional Investor - Bennett Associates Wealth Management
Fund Profile
Filing Period:
| Fund Name: | Bennett Associates Wealth Management |
| Portfolio Value | $121,321,642 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | First Tr Exchange-Traded Fd - CAP STRENGTH ETF | 260,113 | $23,316,529 | 19.22% | |
| 2. | Ishares Tr - CORE MSCI EAFE | 187,115 | $14,155,250 | 11.67% | |
| 3. | Vanguard Index Fds - MID CAP ETF | 37,522 | $9,703,940 | 8% | |
| 4. | Goldman Sachs Etf Tr | 71,905 | $7,915,303 | 6.52% | |
| 5. | Ishares Inc - MSCI EMRG CHN | 121,095 | $6,671,124 | 5.5% |
