Instuitional Investor - Collaborative Wealth Managment Inc.
Fund Profile
Filing Period:
| Fund Name: | Collaborative Wealth Managment Inc. |
| Portfolio Value | $217,836,716 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | BUFF | 376,767 | $18,616,057 | 8.55% | |
| 2. | First Tr Exchng Traded Fd Vi | 567,904 | $14,066,984 | 6.46% | |
| 3. | Ishares Tr - 0-5 YR TIPS ETF | 132,483 | $13,702,727 | 6.29% | |
| 4. | Spdr Index Shs Fds | 291,410 | $13,302,855 | 6.11% | |
| 5. | American Centy Etf Tr | 97,800 | $10,803,948 | 4.96% |
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