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Home > Institutional Investor > Jp Wealth Management, Inc. > Profile

Instuitional Investor - Jp Wealth Management, Inc.

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Jp Wealth Management, Inc.
Portfolio Value	$148,643,295

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Dimensional Etf Trust		828,444	$31,953,085	21.5%
2.	Nasdaq 100 (Qqqm) - NASDAQ 100 ETF		111,856	$27,641,855	18.6%
3.	Srh Total Return Fund Inc.	STEW	1,256,283	$22,814,099	15.35%
4.	Nasdaq 100 (Qqew)		126,339	$17,827,696	11.99%
5.	Tcw Strategic Income Fund Inc	TSI	3,006,023	$14,789,633	9.95%