Companies 0 See All

Hedge Funds 0 See All

Insiders 0 See All

Institutional Investors 0 See All

Click here to see all results for

Home > Institutional Investor > Surience Private Wealth Llc > Profile

Instuitional Investor - Surience Private Wealth Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Surience Private Wealth Llc
Portfolio Value	$93,159,475

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Schwab Strategic Trust	FNDF	332,330	$10,195,884	10.94%
2.	Spdr S & P 500 Etf Trust	SPY	12,210	$7,940,651	8.52%
3.	Vanguard Whitehall Funds		81,692	$7,698,654	8.26%
4.	Ishares Trust	IEF	20,770	$5,150,960	5.53%
5.	Ishares Trust	IEF	74,118	$5,005,189	5.37%