Instuitional Investor - Modern Wealth Management, Llc

Filing Period:
No. Security Ticker Shares Value % Port
1.
Fidelity Merrimack Str Tr - TOTAL BD ETF
8,110,234 $368,934,561 4.39%
2.
J P Morgan Exchange Traded F - CORE PLUS BD ETF
4,300,875 $201,883,050 2.4%
3. KRE 2,258,636 $198,488,937 2.36%
4.
Putnam Etf Trust
3,809,127 $194,075,017 2.31%
5. AAPL 614,819 $177,903,829 2.12%