Instuitional Investor - Southern Wealth Management, Llp
Fund Profile
Filing Period:
| Fund Name: | Southern Wealth Management, Llp |
| Portfolio Value | $257,568,696 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | VLUE | 400,314 | $26,760,958 | 10.38% | |
| 2. | FNDF | 677,322 | $22,832,522 | 8.86% | |
| 3. | Vanguard Growth Etf - GROWTH ETF | 83,817 | $20,907,285 | 8.11% | |
| 4. | Ishares Core Msci Emerging Markets Etf - CORE MSCI EMKT | 350,856 | $17,118,274 | 6.64% | |
| 5. | IEF | 69,719 | $17,034,559 | 6.61% |
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