Instuitional Investor - Global Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Global Wealth Management, Llc |
| Portfolio Value | $182,346,866 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Bd Index Fds - VANGUARD ULTRA | 570,979 | $28,394,764 | 15.57% | |
| 2. | J P Morgan Exchange Traded F - ULTRA SHT MUNCPL | 524,373 | $26,685,326 | 14.63% | |
| 3. | FNDF | 997,934 | $24,080,139 | 13.21% | |
| 4. | IEF | 32,234 | $20,234,280 | 11.1% | |
| 5. | FNDF | 710,673 | $19,408,467 | 10.64% |
