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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Orgel Wealth Management, LLC INSTITUTION : Orgel Wealth Management, LLC
Orgel Wealth Management, LLC Latest Top 20 Portfolio Holdings: (Filing Date: 2018-10-11) --- full portfolio
Company (links to holding history) Ticker Value On
2018-09-30
No of Shares % of portfolio
SPDR SER TR    (BLOMBERG BRC INV) FLRN 87,046,000 2,827,076 38.07%
GLOBAL X FDS    ( GLB X MLP ENRG I) MLPX 52,785,000 3,950,946 23.08%
ISHARES INC    (CORE MSCI EMKT) IEMG 48,903,000 944,429 21.39%
ISHARES TR CORE S&P500 ETF    (CORE S&P500 ETF) IVV 5,920,000 20,222 2.58%
SCHWAB STRATEGIC TR    (US LRG CAP ETF) SCHX 5,751,000 82,679 2.51%
ISHARES TR EDGE MSCI USA VL    (EDGE MSCI USA VL) VLUE 3,747,000 42,650 1.63%
ISHARES TR USA QUALITY FCTR    (TR USA QUALITY FCTR) QUAL 2,352,000 26,029 1.02%
WISDOMTREE TR US MIDCP EARNING    (US MIDCP EARNING) EZM 2,064,000 49,911 0.90%
INVESCO ACTIVELY MANAGD ETF    (OPTIMUM YIELD) 1,740,000 92,716 0.76%
SCHWAB STRATEGIC TR    (INTL EQTY ETF) SCHF 1,718,000 51,251 0.75%
ISHARES TR    (MULTIFACTOR INTL) 1,647,000 58,638 0.72%
VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX    (SMLLCP 600 IDX) VIOO 1,516,000 9,506 0.66%
VANGUARD INDEX FDS MCAP GR IDXVIP    (MCAP GR IDXVIP) VOT 1,478,000 10,375 0.64%
SCHWAB STRATEGIC TR EMRG MKTEQ ETF    (EMRG MKTEQ ETF) SCHE 1,280,000 49,799 0.55%
VANGUARD INDEX FDS GROWTH ETF    (ETF) VUG 843,000 5,232 0.36%
ISHARES TR CORE 1 5 YR USD    (CORE 1 5 YR USD) ISTB 817,000 16,670 0.35%
ISHARES TR SHRT NAT MUN ETF    (SHRT NAT MUN ETF) 814,000 7,773 0.35%
ISHARES TR CORE US AGGBD ET    (CORE US AGGBD ET) AGG 772,000 7,314 0.33%
MICROSOFT CORP COM    (COM) MSFT 734,000 6,418 0.32%
SPDR S&P MIDCAP 400 ETF TR    (UTSER1 S&PDCRP) MDY 692,000 1,884 0.30%


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