Instuitional Investor - Bogart Wealth, Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | XOM | 1,216,193 | $206,339,363 | 7.95% | |
| 2. | Vanguard S&P 500 Etf - ETF | 250,781 | $149,853,980 | 5.77% | |
| 3. | Ishares Msci Acwi Etf - ETF | 1,031,925 | $142,787,418 | 5.5% | |
| 4. | BND | 1,545,387 | $113,802,327 | 4.39% | |
| 5. | Capital Group Dividend Value Etf - ETF | 2,398,601 | $102,036,466 | 3.93% |
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