Instuitional Investor - Sherman Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Sherman Wealth Management Llc |
| Portfolio Value | $132,835,063 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard World Fd | 159,743 | $14,043,027 | 10.57% | |
| 2. | Vanguard Specialized Funds - DIV APP ETF | 55,736 | $13,188,330 | 9.93% | |
| 3. | Spdr Index Shs Fds - ST STR PO EX ETF | 167,877 | $8,459,339 | 6.37% | |
| 4. | VYM | 52,428 | $8,285,188 | 6.24% | |
| 5. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 124,725 | $6,307,346 | 4.75% |
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