Instuitional Investor - Orgel Wealth Management, Llc
13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Ishares Tr - MSCI USA QLT FCT | 2,954,525 | $540,146,290 | 13.02% | |
2. | Vanguard Scottsdale Funds | 7,300,821 | $429,142,236 | 10.34% | |
3. | Spdr Series Trust | 3,895,752 | $371,343,120 | 8.95% | |
4. | IEF | 533,783 | $331,425,771 | 7.99% | |
5. | Ishares Tr - NATIONAL MUN ETF | 2,545,255 | $265,928,243 | 6.41% |