Instuitional Investor - High Point Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | High Point Wealth Management, Llc |
| Portfolio Value | $106,514,314 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 52,598 | $10,502,770 | 9.86% | |
| 2. | Fidelity Covington Trust | 25,838 | $5,805,066 | 5.45% | |
| 3. | Fidelity Covington Trust | 101,609 | $5,760,208 | 5.41% | |
| 4. | First Trust Exchange-Traded Alphadex Fund | 56,291 | $4,021,967 | 3.78% | |
| 5. | Spdr Series Trust | 20,617 | $3,858,213 | 3.62% |