Instuitional Investor - Rmg Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Rmg Wealth Management Llc |
| Portfolio Value | $866,367,869 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SCHD | 5,413,826 | $184,773,895 | 21.33% | |
| 2. | Vanguard Value Index Fund Etf Shares - VALUE ETF | 799,707 | $166,538,983 | 19.22% | |
| 3. | Ishares Morningstar Mid-Cap Etf - MRGSTR MD CP ETF | 1,284,701 | $117,280,354 | 13.54% | |
| 4. | Invesco S&P 500 Equal Weight Technology Etf - S&P500 EQL TEC | 1,467,902 | $86,488,814 | 9.98% | |
| 5. | Spdr Series Trust | 3,062,058 | $76,643,312 | 8.85% |