Top 49 Strategic Asset Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPLG | SPDR SERIES TRUST PORTFOLIO S&P 500 ETF | 7.52% | 103.5K | $4K | new | — | 2022-09-30 | |
| RSP | INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT ETF | 6.06% | 27.5K | $3K | new | — | 2022-09-30 | |
| ESGU | ISHARES TRUST ESG AWARE MSCI USA ETF | 4.94% | 35.9K | $3K | new | — | 2022-09-30 | |
| QQQ | INVESCO QQQ TRUST UNIT SER 1 ETF | 4.46% | 9.6K | $3K | new | — | 2022-09-30 | |
| AAPL | APPLE INC COM | 4.18% | 17.5K | $2K | new | — | 2022-09-30 | |
| VEA | VANGUARD FTSE DEVELOPED MKTS ETF | 3.59% | 57.0K | $2K | new | — | 2022-09-30 | |
| BIL | SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 3.16% | 19.9K | $2K | new | — | 2022-09-30 | |
| IJR | ISHARES TRUST CORE S&P SCP ETF | 3.15% | 20.8K | $2K | new | — | 2022-09-30 | |
| DFEB | FIRST TR EXCHANGE TRADED FD VI US EQUITY DEEP BUFFER ETF | 2.98% | 52.7K | $2K | new | — | 2022-09-30 | |
| NEAR | ISHARES US ETF TRUST BLACKROCK SH MATURITY BD ETF | 2.47% | 1.1K | $1K | new | — | 2022-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
Sign up free to track Strategic Asset Management, Llc, compare funds side by side, and get alerts the moment positions change.