Instuitional Investor - Wealth Management Resources, Inc.
Fund Profile
Filing Period:
| Fund Name: | Wealth Management Resources, Inc. |
| Portfolio Value | $287,251,813 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Invesco Exchange Traded Fd T - S&P500 QUALITY | 438,438 | $32,966,118 | 11.48% | |
| 2. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 662,891 | $30,241,067 | 10.53% | |
| 3. | IEF | 293,058 | $27,969,486 | 9.74% | |
| 4. | SCHD | 1,113,799 | $27,566,536 | 9.6% | |
| 5. | SCHD | 871,182 | $26,727,879 | 9.3% |