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Home > Institutional Investor > Capital Advisors Wealth Management, Llc > Profile

Instuitional Investor - Capital Advisors Wealth Management, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Capital Advisors Wealth Management, Llc
Portfolio Value	$744,918,642

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Schwab Strategic Trust	FNDF	1,051,665	$51,457,954	6.91%
2.	Vanguard Specialized Funds - DIV APP ETF		200,326	$43,082,068	5.78%
3.	Ishares Trust	IEF	63,290	$41,341,717	5.55%
4.	Vanguard Scottsdale Funds		423,173	$35,017,534	4.7%
5.	Ishares Trust	IEF	73,740	$31,442,685	4.22%