Instuitional Investor - Swp Financial Llc
Fund Profile
Filing Period:
| Fund Name: | Swp Financial Llc |
| Portfolio Value | $196,384,216 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 31,073 | $20,809,583 | 10.6% | |
| 2. | Vanguard Index Fds - VALUE ETF | 81,792 | $15,253,392 | 7.77% | |
| 3. | Vanguard Index Fds - GROWTH ETF | 30,184 | $14,485,274 | 7.38% | |
| 4. | Ishares Tr | 247,719 | $11,570,970 | 5.89% | |
| 5. | Blackrock Etf Trust | 173,171 | $10,259,893 | 5.22% |