Inlight Wealth Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
IW Inlight Wealth Management, LLC | Institutional Filer | ▼ 1.11% | $270.1M | 50 |
Current Portfolio Holdings
Showing all 50 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | — | 637K | $40.8M | 15.11% |
| 2 | ISHG | ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF | — | 333K | $24.7M | 9.14% |
| 3 | RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | — | 116K | $22.2M | 8.22% |
| 4 | IJR | ISHARES CORE S&P SMALL CAP ETF | — | 200K | $21.7M | 8.02% |
| 5 | COWZ | PACER US CASH COWS 100 ETF | — | 287K | $18.0M | 6.65% |
| 6 | VTV | VANGUARD VALUE ETF | — | 89K | $17.5M | 6.48% |
| 7 | IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | — | 324K | $15.0M | 5.54% |
| 8 | XLU | Utilities Select Sector SPDR Fund | — | 238K | $10.9M | 4.05% |
| 9 | VBR | VANGUARD SMALL CAP VALUE ETF | — | 47K | $10.2M | 3.78% |
| 10 | VOE | VANGUARD MID-CAP VALUE ETF | — | 54K | $10.0M | 3.69% |
| 11 | IJH | ISHARES CORE S&P MID-CAP ETF | — | 119K | $8.1M | 2.98% |
| 12 | IWS | ISHARES RUSSELL MID-CAP VALUE ETF | — | 54K | $7.9M | 2.92% |
| 13 | T | AT&T Inc. | Communication Services | 432K | $7.5M | 2.76% |
| 14 | VOD | Vodafone Group Public Limited Company | Communication Services | 449K | $6.7M | 2.50% |
| 15 | EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | — | 84K | $6.6M | 2.46% |
Showing 1 to 15 of 50 holdings