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Home > Institutional Investor > Strategic Wealth Management Group, Llc > Profile

Instuitional Investor - Strategic Wealth Management Group, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Strategic Wealth Management Group, Llc
Portfolio Value	$273,953,000

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Schwab Strategic Trust	FNDF	801,436	$60,605,000	22.12%
2.	Ishares Trust	IEF	76,771	$33,005,000	12.04%
3.	Ishares Trust	IEF	101,797	$27,356,000	9.98%
4.	Ishares Trust	IEF	49,986	$13,570,000	4.95%
5.	Vanguard World Fund		59,983	$10,948,000	3.99%