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Home > Institutional Investor > Smallwood Wealth Investment Management, Llc > 13F Holdings

Instuitional Investor - Smallwood Wealth Investment Management, Llc

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%
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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