Instuitional Investor - Wealth Group Ltd
Fund Profile
Filing Period:
| Fund Name: | Wealth Group Ltd |
| Portfolio Value | $392,747,558 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 188,412 | $116,984,957 | 29.79% | |
| 2. | Ishares - MSCI USA QLT FCT | 187,657 | $34,307,507 | 8.74% | |
| 3. | Vanguard World Fund | 38,032 | $25,225,612 | 6.42% | |
| 4. | Jp Morgan | 220,954 | $24,729,164 | 6.3% | |
| 5. | Vanguard - S&P 500 ETF SHS | 43,234 | $24,558,389 | 6.25% |
