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Home > Institutional Investor > Timmons Wealth Management, Llc > Profile

Instuitional Investor - Timmons Wealth Management, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Timmons Wealth Management, Llc
Portfolio Value	$49,637,350

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Spdr S & P 500 Etf Trust	SPY	44,069	$28,659,911	27.16%
2.	Schwab Strategic Trust	SCHD	423,721	$11,800,627	11.18%
3.	Vanguard Tax-Managed Fds		180,073	$11,539,052	10.94%
4.	Ishares U S Etf Tr		208,079	$10,577,715	10.02%
5.	Capital Grp Fixed Incm Etf T - CORE BOND ETF		255,864	$6,718,989	6.37%