Instuitional Investor - Wealth Management Resources, Inc.
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Invesco Exchange Traded Fd T - S&P500 QUALITY | 490,734 | $41,260,940 | 12.75% | |
| 2. | SCHD | 966,271 | $31,432,799 | 9.71% | |
| 3. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 678,272 | $29,369,159 | 9.07% | |
| 4. | SCHD | 1,017,108 | $27,939,966 | 8.63% | |
| 5. | KRE | 201,582 | $24,810,753 | 7.66% |
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