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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 345,399 $57,433,019 24.25%
2.
Apple Inc.
 AAPL 49,420 $16,457,968 6.95%
3.
Dbx Etf Tr - XTRACK MSCI EAFE
 212,162 $11,658,326 4.92%
4.
Vanguard Index Fds
 30,002 $11,228,166 4.74%
5.
Vanguard Index Fds
 44,873 $8,774,069 3.71%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.