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

Instuitional Investor - Smallwood Wealth Investment Management, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Smallwood Wealth Investment Management, Llc
Portfolio Value	$196,345,293

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	IEF	373,874	$54,454,861	27.73%
2.	Apple Inc.	AAPL	46,992	$11,965,777	6.09%
3.	Vanguard Index Fds		32,949	$10,813,036	5.51%
4.	Vanguard Index Fds		47,043	$8,212,796	4.18%
5.	Intercontinentalexchange Inc	ICE	34,479	$5,809,021	2.96%