Instuitional Investor - Sterling Group Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Sterling Group Wealth Management, Llc |
| Portfolio Value | $201,868,226 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 1,032,684 | $80,900,489 | 40.08% | |
| 2. | Invesco Exchange Traded Fd T - S&P500 QUALITY | 272,049 | $19,938,466 | 9.88% | |
| 3. | VLUE | 148,933 | $13,905,860 | 6.89% | |
| 4. | Vanguard Tax-Managed Fds | 191,430 | $11,470,457 | 5.68% | |
| 5. | Blackrock Etf Trust | 172,158 | $10,191,759 | 5.05% |
Hedge Fund Resource Center 
