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

Instuitional Investor - Strategic Wealth Management Group, Llc

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%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)