Instuitional Investor - Power Wealth Management Llc
Fund Profile
Filing Period:
Fund Name: | Power Wealth Management Llc |
Portfolio Value | $260,112,337 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 830,048 | $37,974,712 | 14.6% | |
2. | Vanguard Scottsdale Funds | 618,635 | $28,667,559 | 11.02% | |
3. | Vanguard Scottsdale Funds | 272,564 | $22,600,970 | 8.69% | |
4. | Spdr Series Trust | 237,237 | $12,416,992 | 4.77% | |
5. | FNDF | 551,620 | $12,190,813 | 4.69% |