Instuitional Investor - Swp Financial Llc
Fund Profile
Filing Period:
| Fund Name: | Swp Financial Llc |
| Portfolio Value | $182,035,260 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 30,827 | $19,140,663 | 10.51% | |
| 2. | Vanguard Index Fds - VALUE ETF | 78,409 | $13,858,036 | 7.61% | |
| 3. | Vanguard Index Fds - GROWTH ETF | 30,374 | $13,316,023 | 7.32% | |
| 4. | Ishares Tr | 264,701 | $12,237,122 | 6.72% | |
| 5. | Ishares Tr - MSCI USA QLT FCT | 55,322 | $10,114,000 | 5.56% |
