Instuitional Investor - Drive Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Drive Wealth Management, Llc
Portfolio Value $473,857,469
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
415,652 $26,635,005 5.62%
2. IEF 39,993 $26,123,666 5.51%
3.
J P Morgan Exchange Traded F
168,496 $19,744,326 4.17%
4. NVDA 97,940 $17,081,687 3.6%
5. AAPL 58,947 $14,960,240 3.16%