Instuitional Investor - Wealth Forward, Llc

Filing Period:
No. Security Ticker Shares Value % Port
1. SCHD 603,841 $22,982,192 11.45%
2. IEF 59,704 $21,843,796 10.88%
3.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
99,149 $21,095,885 10.51%
4. SCHD 619,404 $19,263,476 9.59%
5.
Vanguard Tax-Managed Fds
266,252 $18,970,427 9.45%