Instuitional Investor - Sterling Group Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Sterling Group Wealth Management, Llc |
| Portfolio Value | $180,679,200 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 1,031,134 | $74,953,133 | 41.48% | |
| 2. | Invesco Exchange Traded Fd T - S&P500 QUALITY | 278,118 | $19,818,670 | 10.97% | |
| 3. | VLUE | 143,606 | $12,836,913 | 7.1% | |
| 4. | Vanguard Tax-Managed Fds | 192,641 | $10,982,473 | 6.08% | |
| 5. | Blackrock Etf Trust | 159,659 | $8,695,033 | 4.81% |
