Instuitional Investor - Pension & Wealth Management Advisors, Inc.
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SCHD | 1,308,887 | $47,198,521 | 12.73% | |
| 2. | Fidelity Total Bond Etf - ETF | 603,317 | $27,444,978 | 7.4% | |
| 3. | State Street Doubleline Total Return Tactical Etf - ETF | 651,453 | $25,712,896 | 6.93% | |
| 4. | Vanguard Total Stock Market Etf - ETF | 68,204 | $25,238,438 | 6.81% | |
| 5. | HYG | 173,127 | $16,523,310 | 4.46% |
Hedge Fund Resource Center 
