Instuitional Investor - Selective Wealth Management
Fund Profile
Filing Period:
| Fund Name: | Selective Wealth Management |
| Portfolio Value | $337,518,833 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr | 808,654 | $81,407,199 | 24.12% | |
| 2. | Vanguard Index Fds - S&P 500 ETF SHS | 109,218 | $71,454,481 | 21.17% | |
| 3. | Spdr Series Trust | 201,213 | $16,853,561 | 4.99% | |
| 4. | Dimensional Etf Trust | 232,241 | $11,104,607 | 3.29% | |
| 5. | META | 14,513 | $9,710,626 | 2.88% |
Hedge Fund Resource Center 
