Instuitional Investor - Spectrum Asset Management, Inc. (nb)
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | WFC | 407,194 | $33,650,480 | 9.34% | |
| 2. | Invesco Exchange Traded Fd T - S&P500 EQL WGT | 125,941 | $26,796,404 | 7.43% | |
| 3. | Vanguard Bd Index Fds - VANGUARD ULTRA | 487,873 | $24,286,318 | 6.74% | |
| 4. | SCHD | 524,862 | $18,270,435 | 5.07% | |
| 5. | First Tr Exchng Traded Fd Vi | 273,257 | $12,875,870 | 3.57% |
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