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Home > Institutional Investor > Cfg Wealth Management Services, Inc. > Profile

Instuitional Investor - Cfg Wealth Management Services, Inc.

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Cfg Wealth Management Services, Inc.
Portfolio Value	$106,553,752

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Schwab Strategic Trust	SCHD	572,537	$13,724,344	12.88%
2.	Schwab Strategic Trust	SCHD	369,134	$9,052,362	8.5%
3.	Schwab Strategic Trust	SCHD	313,533	$7,899,723	7.41%
4.	Invesco S&P 500 Low Volatility Etf		94,664	$7,050,769	6.62%
5.	Vanguard Bond Index Funds	BND	84,729	$6,559,409	6.16%