Instuitional Investor - Comprehensive Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Comprehensive Wealth Management, Llc |
| Portfolio Value | $112,059,373 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | First Tr Exchange-Traded Fd | 1,445,521 | $40,026,476 | 36.14% | |
| 2. | Vanguard Scottsdale Funds | 175,941 | $10,825,650 | 9.77% | |
| 3. | Spdr Series Trust | 358,058 | $10,226,136 | 9.23% | |
| 4. | Ishares Tr | 100,794 | $9,937,280 | 8.97% | |
| 5. | FNDF | 204,780 | $9,921,591 | 8.95% |
