Instuitional Investor - Global Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Global Wealth Management, Llc |
| Portfolio Value | $196,377,017 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | J P Morgan Exchange Traded F - ULTRA SHT MUNCPL | 502,395 | $25,622,143 | 13.05% | |
| 2. | SCHD | 810,599 | $23,474,945 | 11.95% | |
| 3. | Vanguard Bd Index Fds - VANGUARD ULTRA | 450,535 | $22,427,621 | 11.42% | |
| 4. | SCHD | 628,850 | $19,940,838 | 10.15% | |
| 5. | IEF | 23,345 | $17,482,652 | 8.9% |
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