Instuitional Investor - Power Wealth Management Llc
Fund Profile
Filing Period:
Fund Name: | Power Wealth Management Llc |
Portfolio Value | $247,081,053 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 817,233 | $37,306,683 | 15.1% | |
2. | Vanguard Scottsdale Funds | 609,976 | $28,247,975 | 11.43% | |
3. | Vanguard Scottsdale Funds | 267,231 | $21,848,798 | 8.84% | |
4. | Spdr Series Trust | 224,715 | $11,476,206 | 4.64% | |
5. | FNDF | 537,655 | $10,634,808 | 4.3% |