Instuitional Investor - Smallwood Wealth Investment Management, Llc

Fund Profile
Filing Period:
Fund Name: Smallwood Wealth Investment Management, Llc
Portfolio Value $120,835,434
Fund Holdings Sector Distribution
Filing Period:
No. Security Ticker Shares Value % Port
1. IEF 344,589 $36,261,062 30%
2. AAPL 42,687 $8,218,609 6.8%
3.
Vanguard Index Fds
29,199 $6,926,689 5.73%
4.
Vanguard Index Fds
41,460 $6,012,171 4.97%
5. ICE 38,844 $4,988,735 4.12%