Instuitional Investor - Capital Advisors Wealth Management, Llc

Filing Period:
No. Security Ticker Shares Value % Port
1. SCHD 1,070,071 $56,456,942 6.63%
2. IEF 66,264 $49,624,125 5.83%
3.
Vanguard Specialized Funds - DIV APP ETF
208,342 $49,297,822 5.79%
4. IEF 303,789 $37,721,520 4.43%
5. VCIT 438,817 $36,268,220 4.26%