Instuitional Investor - Power Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Power Wealth Management Llc |
| Portfolio Value | $268,763,870 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 830,657 | $37,894,556 | 14.1% | |
| 2. | Vanguard Scottsdale Funds | 636,044 | $29,862,248 | 11.11% | |
| 3. | Vanguard Scottsdale Funds | 268,566 | $22,223,859 | 8.27% | |
| 4. | Spdr Series Trust | 272,460 | $15,415,767 | 5.74% | |
| 5. | SCHD | 570,600 | $14,122,351 | 5.25% |