Instuitional Investor - Sar Wealth Management Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Sar Wealth Management Group, Llc |
| Portfolio Value | $162,238,055 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | First Tr Exchange Traded Fd - DORSEY WRT 5 ETF | 460,591 | $27,294,613 | 16.82% | |
| 2. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 509,549 | $23,311,853 | 14.37% | |
| 3. | Vanguard Index Fds | 55,854 | $16,975,610 | 10.46% | |
| 4. | Invesco Exchange Traded Fd T - S&P500 EQL WGT | 87,811 | $15,958,713 | 9.84% | |
| 5. | Spdr Series Trust | 93,275 | $12,660,161 | 7.8% |
