Instuitional Investor - Wealth Management Resources, Inc.
Fund Profile
Filing Period:
Fund Name: | Wealth Management Resources, Inc. |
Portfolio Value | $292,857,294 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Invesco Exchange Traded Fd T - S&P500 QUALITY | 518,299 | $36,934,044 | 12.61% | |
2. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 689,209 | $31,531,318 | 10.77% | |
3. | Spdr Series Trust | 302,359 | $28,820,868 | 9.84% | |
4. | IEF | 292,166 | $27,980,777 | 9.55% | |
5. | FNDF | 944,248 | $25,022,579 | 8.54% |