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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	$700,653,104

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Schwab Strategic Trust	FNDF	1,003,372	$43,104,875	6.15%
2.	Vanguard Specialized Funds - DIV APP ETF		199,485	$43,046,782	6.14%
3.	Ishares Trust	IEF	60,932	$40,782,001	5.82%
4.	Ishares Trust	IEF	83,851	$39,276,621	5.61%
5.	Vanguard Scottsdale Funds		384,891	$32,373,187	4.62%