Instuitional Investor - Rmg Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Rmg Wealth Management Llc |
| Portfolio Value | $969,452,742 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SCHD | 5,875,545 | $209,228,145 | 21.58% | |
| 2. | Vanguard Morningstar Value Etf | 850,915 | $192,553,516 | 19.86% | |
| 3. | Ishares Morningstar Mid-Cap Etf | 1,332,132 | $133,878,907 | 13.81% | |
| 4. | State Street Spdr Bloomberg Short Term High Yield Bond Etf | 3,534,764 | $87,909,578 | 9.07% | |
| 5. | Invesco S&P 500 Equal Weight Technology Etf | 1,326,149 | $86,929,057 | 8.97% |