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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	$137,685,983

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Tax-Managed Fds		407,487	$27,452,399	19.94%
2.	Schwab Strategic Trust	FNDF	718,663	$19,576,390	14.22%
3.	Ishares Trust	IEF	21,509	$8,142,017	5.91%
4.	Vanguard Malvern Fds - CORE BD ETF		91,120	$7,119,752	5.17%
5.	Nvidia Corp	NVDA	36,157	$6,703,869	4.87%