Instuitional Investor - Lwm Advisory Services, Llc
Fund Profile
Filing Period:
| Fund Name: | Lwm Advisory Services, Llc |
| Portfolio Value | $145,000,385 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | World Gold Tr | 259,230 | $16,984,725 | 11.71% | |
| 2. | SPY | 20,790 | $12,845,271 | 8.86% | |
| 3. | Invesco Exch Traded Fd Tr Ii - S&P EMRNG MKTS | 393,530 | $10,279,009 | 7.09% | |
| 4. | Invesco Exchange Traded Fd T - S&P500 EQL WGT | 49,466 | $8,989,991 | 6.2% | |
| 5. | J P Morgan Exchange Traded F - MUNICIPAL ETF | 138,983 | $6,899,141 | 4.76% |
