Instuitional Investor - Global Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Global Wealth Management, Llc |
| Portfolio Value | $190,490,043 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | J P Morgan Exchange Traded F - ULTRA SHT MUNCPL | 531,582 | $27,131,950 | 14.24% | |
| 2. | FNDF | 954,007 | $24,527,529 | 12.88% | |
| 3. | Vanguard Bd Index Fds - VANGUARD ULTRA | 489,381 | $24,466,606 | 12.84% | |
| 4. | IEF | 30,032 | $20,100,504 | 10.55% | |
| 5. | FNDF | 708,856 | $19,351,765 | 10.16% |
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