Instuitional Investor - Cfg Wealth Management Services, Inc.

Filing Period:
No. Security Ticker Shares Value % Port
1. SCHD 572,537 $13,724,344 12.46%
2. SCHD 369,134 $9,052,362 8.22%
3. SCHD 313,533 $7,899,723 7.17%
4.
Invesco S&P 500 Low Volatility Etf
94,664 $7,050,769 6.4%
5. BND 84,729 $6,559,409 5.95%