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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	$128,236,342

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Tax-Managed Fds		421,867	$24,050,638	18.75%
2.	Schwab Strategic Trust	FNDF	644,696	$15,756,364	12.29%
3.	Ishares Trust	IEF	21,509	$7,303,812	5.7%
4.	Nvidia Corp	NVDA	42,748	$6,753,757	5.27%
5.	Vanguard Malvern Fds - CORE BD ETF		80,885	$6,275,059	4.89%