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Home > Institutional Investor > Smallwood Wealth Investment Management, Llc > Profile

Instuitional Investor - Smallwood Wealth Investment Management, Llc

Fund Profile
Filing Period:
Fund Name: Smallwood Wealth Investment Management, Llc
Portfolio Value $191,046,579
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 345,754 $51,410,265 26.91%
2.
Apple Inc.
 AAPL 46,405 $12,615,754 6.6%
3.
Vanguard Index Fds
 30,100 $10,091,793 5.28%
4.
Vanguard Index Fds
 44,600 $7,910,830 4.14%
5.
Ea Series Trust
 116,545 $5,975,297 3.13%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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