Instuitional Investor - Modern Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Modern Wealth Management, Llc |
| Portfolio Value | $5,840,566,548 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 5,015,653 | $228,763,947 | 3.92% | |
| 2. | Janus Detroit Str Tr | 2,755,685 | $138,803,843 | 2.38% | |
| 3. | AAPL | 517,048 | $132,172,870 | 2.26% | |
| 4. | Spdr Series Trust | 1,385,835 | $110,395,614 | 1.89% | |
| 5. | Putnam Etf Trust | 2,304,807 | $107,334,875 | 1.84% |
Hedge Fund Resource Center 
