Instuitional Investor - Broadway Wealth Solutions, Inc.
Fund Profile
Filing Period:
Fund Name: | Broadway Wealth Solutions, Inc. |
Portfolio Value | $137,033,028 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Spdr Series Trust | 397,011 | $26,107,461 | 19.05% | |
2. | Victory Portfolios Ii | 419,321 | $21,238,605 | 15.5% | |
3. | Federated Hermes Etf Trust | 835,530 | $20,930,027 | 15.27% | |
4. | American Centy Etf Tr - INTL EQT ETF | 167,243 | $11,083,201 | 8.09% | |
5. | J P Morgan Exchange Traded F - INTL BD OPP ETF | 110,246 | $5,279,693 | 3.85% |