Instuitional Investor - Smith Partners Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Smith Partners Wealth Management, Llc |
| Portfolio Value | $108,711,722 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 22,688 | $11,068,470 | 10.18% | |
| 2. | Vanguard Index Fds - MID CAP ETF | 26,495 | $7,689,484 | 7.07% | |
| 3. | Vanguard Index Fds - S&P 500 ETF SHS | 11,635 | $7,296,691 | 6.71% | |
| 4. | VLUE | 81,524 | $7,293,116 | 6.71% | |
| 5. | Ishares Tr | 59,829 | $6,005,635 | 5.52% |
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