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Home > Institutional Investor > Wealth Forward, Llc > Profile

Instuitional Investor - Wealth Forward, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Wealth Forward, Llc
Portfolio Value	$172,230,772

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	IEF	59,397	$19,769,670	11.48%
2.	Invesco Exchange Traded Fd T - S&P500 EQL WGT		100,348	$19,036,049	11.05%
3.	Schwab Strategic Trust	FNDF	580,953	$18,102,506	10.51%
4.	Vanguard Tax-Managed Fds		257,711	$15,442,049	8.97%
5.	Schwab Strategic Trust	FNDF	546,309	$14,367,938	8.34%