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Home > Institutional Investor > Up Strategic Wealth Investment Advisors Llc > Profile

Instuitional Investor - Up Strategic Wealth Investment Advisors Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Up Strategic Wealth Investment Advisors Llc
Portfolio Value	$133,425,531

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Tax-Managed Fds		408,668	$24,683,547	18.5%
2.	Schwab Strategic Trust	FNDF	679,208	$17,897,142	13.41%
3.	Ishares Trust	IEF	21,509	$7,855,087	5.89%
4.	Nvidia Corp	NVDA	42,727	$7,683,596	5.76%
5.	Vanguard Malvern Fds - CORE BD ETF		90,197	$7,100,308	5.32%