Instuitional Investor - Schwallier Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Schwallier Wealth Management Llc |
| Portfolio Value | $120,638,645 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Invesco Exchange Traded Fd T | 386,254 | $20,888,607 | 17.31% | |
| 2. | First Tr Exchange-Traded Fd | 345,879 | $20,635,145 | 17.1% | |
| 3. | Wisdomtree Tr | 266,564 | $11,734,133 | 9.72% | |
| 4. | BND | 156,156 | $11,485,306 | 9.52% | |
| 5. | Invesco Exchange Traded Fd T | 112,794 | $10,005,912 | 8.29% |
