Instuitional Investor - Sterling Group Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Sterling Group Wealth Management, Llc |
| Portfolio Value | $128,679,920 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Tax-Managed Fds | 678,211 | $32,486,303 | 25.24% | |
| 2. | Invesco Exchange Traded Fd T | 358,506 | $19,388,024 | 15.06% | |
| 3. | Vanguard Index Fds | 67,173 | $10,042,417 | 7.8% | |
| 4. | Spdr Series Trust | 160,829 | $8,990,318 | 6.98% | |
| 5. | IEF | 113,384 | $7,730,523 | 6% |
