Instuitional Investor - Wealth Cmt
Fund Profile
Filing Period:
| Fund Name: | Wealth Cmt |
| Portfolio Value | $66,172 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Index Shs Fds | 1,133,849 | $29,627 | 44.77% | |
| 2. | Ishares Tr | 197,762 | $14,700 | 22.21% | |
| 3. | Vanguard Scottsdale Funds | 33,554 | $6,763 | 10.22% | |
| 4. | Ishares Tr | 73,584 | $4,608 | 6.96% | |
| 5. | Spdr Ser Tr | 76,271 | $3,521 | 5.32% |
