Instuitional Investor - Collaborative Wealth Managment Inc.
Fund Profile
Filing Period:
| Fund Name: | Collaborative Wealth Managment Inc. |
| Portfolio Value | $184,655,979 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 159,680 | $7,445,877 | 4.03% | |
| 2. | Spdr Series Trust | 103,469 | $6,731,710 | 3.64% | |
| 3. | Spdr Series Trust | 262,651 | $6,645,061 | 3.59% | |
| 4. | Spdr Series Trust | 135,511 | $6,602,076 | 3.57% | |
| 5. | Global X Fds | 323,668 | $6,279,154 | 3.4% |
