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Home > Institutional Investor > Carlsbad Wealth Advisory Group, Inc. > Profile

Instuitional Investor - Carlsbad Wealth Advisory Group, Inc.

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Carlsbad Wealth Advisory Group, Inc.
Portfolio Value	$155,102,330

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Schwab Strategic Trust	FNDF	445,202	$23,315,241	15.03%
2.	Schwab Strategic Trust	FNDF	282,450	$21,169,641	13.64%
3.	Schwab Strategic Trust	FNDF	260,219	$17,458,082	11.25%
4.	Vanguard Tax-Managed Fds		328,080	$15,150,731	9.76%
5.	Schwab Strategic Trust	FNDF	194,531	$10,199,286	6.57%