Instuitional Investor - Long Island Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Long Island Wealth Management, Inc. |
| Portfolio Value | $164,214,351 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 57,532 | $15,811,974 | 9.63% | |
| 2. | FNDF | 557,063 | $11,993,563 | 7.3% | |
| 3. | Innovator Etfs Trust | 295,780 | $10,571,177 | 6.44% | |
| 4. | Vaneck Etf Trust | 108,992 | $9,591,299 | 5.84% | |
| 5. | Pgim Rock Etf Tr - S&P 500 BUFFER | 281,576 | $7,786,675 | 4.74% |
