Tmd Wealth Management, LLC
CIK Number: 0001842820
Main Sectors:
Top Industries:
Filing Date: Invalid Date
| Rank | Symbol | Name | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Index ... | 441.2K | +4.92% | 70.77M | 141.21 | 15.52% |
| 2 | VUG | Vanguard Index ... | 153.45K | -1.59% | 57.39M | 231.99 | 12.58% |
| 3 | QUAL | Ishares Tr | 244.98K | +0.64% | 41.83M | 118.48 | 9.17% |
| 4 | DGRW | Wisdomtree Tr | 371.13K | +79.62% | 28.97M | 73.43 | 6.35% |
| 5 | BTAL | Agf Invts Tr | 1.26M | +167.80% | 24.68M | 19.11 | 5.41% |
| 6 | JMBS | Janus Detroit S... | 429.26K | +100.00% | 19.17M | 44.13 | 4.20% |
| 7 | JPST | J P Morgan Exch... | 291K | +2.65% | 14.69M | 50.27 | 3.22% |
| 8 | SDVY | First Tr Exchan... | 327.48K | +52.82% | 10.93M | 34.02 | 2.40% |
| 9 | DEM | Wisdomtree Tr | 251.95K | +4.25% | 10.91M | 40.96 | 2.39% |
| 10 | BIL | Spdr Ser Tr | 91.44K | +4.24% | 8.39M | 91.8 | 1.84% |
| 11 | RSP | Invesco Exchang... | 37.63K | +23.54% | 6.18M | 151.59 | 1.36% |
| 12 | AAPL | Apple Inc | 21.96K | -9.09% | 4.63M | 137.34 | 1.01% |
| 13 | MSFT | Microsoft Corp | 9.45K | -2.32% | 4.22M | 236.56 | 0.93% |
| 14 | TSLA | Tesla Inc | 21.31K | -14.43% | 4.22M | 246.17 | 0.92% |
| 15 | GOOG | Alphabet Inc | 11.33K | +0.77% | 2.08M | 101.63 | 0.46% |
| 16 | SPY | Spdr S&P 500 Et... | 3.61K | -0.82% | 1.96M | 386.98 | 0.43% |
| 17 | SAR | Saratoga Invt C... | 67.73K | -0.73% | 1.54M | 25.48 | 0.34% |
| 18 | BRK-B | Berkshire Hatha... | 3.07K | -7.8% | 1.25M | 236.66 | 0.27% |
| 19 | IVW | Ishares Tr | 9.89K | 0.00% | 915.13K | 58.5 | 0.20% |
| 20 | PGR | Progressive Cor... | 4.1K | 0.00% | 850.78K | 98.88 | 0.19% |
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