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Home > Institutional Investor > Curtis Wealth Management Llc > Profile

Instuitional Investor - Curtis Wealth Management Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Curtis Wealth Management Llc
Portfolio Value	$114,900,946

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Blackrock Etf Trust		149,125	$9,133,915	7.95%
2.	Ishares Trust	IEF	63,032	$7,835,512	6.82%
3.	Ishares Trust	IEF	74,263	$6,561,140	5.71%
4.	Ishares Tr - EAFE VALUE ETF		79,666	$5,916,823	5.15%
5.	Spdr Series Trust		101,077	$5,878,640	5.12%