Instuitional Investor - Schwallier Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Schwallier Wealth Management Llc |
| Portfolio Value | $160,190,210 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Invesco Exchange Traded Fd T - S&P500 QUALITY | 407,990 | $29,901,563 | 18.67% | |
| 2. | Pimco Etf Trust | 780,572 | $20,950,558 | 13.08% | |
| 3. | Vanguard Index Fds - VALUE ETF | 111,521 | $20,797,623 | 12.98% | |
| 4. | FNDF | 598,096 | $19,085,240 | 11.91% | |
| 5. | Invesco Exch Traded Fd Tr Ii | 303,483 | $8,424,675 | 5.26% |
Hedge Fund Resource Center 
