Instuitional Investor - Sar Wealth Management Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Sar Wealth Management Group, Llc |
| Portfolio Value | $175,275,319 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | First Tr Exchange Traded Fd - DORSEY WRT 5 ETF | 464,364 | $28,753,408 | 16.4% | |
| 2. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 537,152 | $24,837,920 | 14.17% | |
| 3. | Vanguard Index Fds | 56,467 | $18,530,875 | 10.57% | |
| 4. | Invesco Exchange Traded Fd T - S&P500 EQL WGT | 89,321 | $16,944,152 | 9.67% | |
| 5. | Spdr Series Trust | 93,772 | $13,132,831 | 7.49% |
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