Instuitional Investor - Financially Speaking Inc
Fund Profile
Filing Period:
| Fund Name: | Financially Speaking Inc |
| Portfolio Value | $151,976,462 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Schwab Treasury Oblig Money Inv | 57,057,943 | $57,057,943 | 37.54% | |
| 2. | Jpmorgan U S Tech Leaders Etf Iv | 199,329 | $16,835,328 | 11.08% | |
| 3. | Icon Flexible Bd Fd Inv | 1,474,256 | $12,545,921 | 8.26% | |
| 4. | Fidelity Low Duration Bond Factr Etf | 185,296 | $9,277,771 | 6.1% | |
| 5. | Jpmorgan Ultra Short Income Etf | 183,031 | $9,276,011 | 6.1% |
