Instuitional Investor - Smart Wealth Llc
Fund Profile
Filing Period:
| Fund Name: | Smart Wealth Llc |
| Portfolio Value | $341,486,683 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Pimco Etf Trust | 152,564 | $15,404,387 | 4.51% | |
| 2. | NVDA | 76,064 | $13,265,493 | 3.88% | |
| 3. | Vanguard Index Fds - S&P 500 ETF SHS | 13,618 | $8,137,157 | 2.38% | |
| 4. | First Tr Exchange Traded Fd | 116,296 | $7,940,671 | 2.33% | |
| 5. | Aim Etf Products Trust | 187,385 | $6,329,865 | 1.85% |