Instuitional Investor - Independent Wealth Network Inc.
Fund Profile
Filing Period:
| Fund Name: | Independent Wealth Network Inc. |
| Portfolio Value | $274,856,498 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 120,044 | $11,442,618 | 4.16% | |
| 2. | Spdr Series Trust | 144,872 | $10,530,755 | 3.83% | |
| 3. | CAT | 26,503 | $10,288,577 | 3.74% | |
| 4. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 165,004 | $8,362,416 | 3.04% | |
| 5. | Spdr Series Trust | 140,868 | $7,373,032 | 2.68% |
