Instuitional Investor - Schwallier Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Schwallier Wealth Management Llc |
| Portfolio Value | $136,893,199 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Invesco Exchange Traded Fd T - S&P500 QUALITY | 376,496 | $28,308,764 | 20.68% | |
| 2. | Vanguard Index Fds - VALUE ETF | 102,598 | $20,129,638 | 14.7% | |
| 3. | SCHD | 660,428 | $19,238,279 | 14.05% | |
| 4. | SCHD | 239,310 | $5,922,920 | 4.33% | |
| 5. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 123,342 | $5,626,869 | 4.11% |
Hedge Fund Resource Center 
