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Home > Institutional Investor > Momentum Wealth Planning, Llc > Profile

Instuitional Investor - Momentum Wealth Planning, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Momentum Wealth Planning, Llc
Portfolio Value	$117,448,234

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Spdr S & P 500 Etf Trust	SPY	51,437	$31,872,559	27.14%
2.	Invesco Qqq Tr		29,241	$16,146,903	13.75%
3.	Schwab Strategic Trust	FNDF	269,821	$6,578,236	5.6%
4.	Vanguard Bond Index Funds	BND	68,223	$5,276,367	4.49%
5.	Broadcom Inc.	AVGO	17,488	$4,820,567	4.1%