Top 50 Round Table Services, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 9.49% | 134.5K | $48K | new | — | 2022-09-30 | |
| NMFC | NEW MTN FIN CORP | 8.61% | 3.80M | $44K | new | — | 2022-09-30 | |
| IWM | ISHARES TR | 6.53% | 201.2K | $33K | new | — | 2022-09-30 | |
| IWD | ISHARES TR | 5.92% | 221.2K | $30K | new | — | 2022-09-30 | |
| BFEB | INNOVATOR ETFS TR | 5.68% | 1.03M | $29K | new | — | 2022-09-30 | |
| IJUL | INNOVATOR ETFS TR | 5.58% | 1.33M | $28K | new | — | 2022-09-30 | |
| IWR | ISHARES TR | 5.43% | 443.8K | $28K | new | — | 2022-09-30 | |
| NJUL | INNOVATOR ETFS TR | 3.99% | 482.6K | $20K | new | — | 2022-09-30 | |
| IAPR | INNOVATOR ETFS TR | 3.83% | 900.9K | $19K | new | — | 2022-09-30 | |
| AAPL | APPLE INC | 3.2% | 117.7K | $16K | new | — | 2022-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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