Instuitional Investor - Rmg Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Rmg Wealth Management Llc |
| Portfolio Value | $772,167,170 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | FNDF | 5,077,410 | $162,910,541 | 21.1% | |
| 2. | Vanguard Value Etf - ETF | 775,119 | $153,984,928 | 19.94% | |
| 3. | Ishares Morningstar Mid Cap Etf - ETF | 1,230,343 | $105,828,929 | 13.71% | |
| 4. | Spdr Series Trust | 2,921,428 | $74,410,741 | 9.64% | |
| 5. | Invsc Sp 500 Equal Weight Tech Etf - ETF | 1,406,205 | $66,866,887 | 8.66% |