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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: 2018-07-16) --- full portfolio
Company (links to holding history) Ticker Value On
2018-06-30
No of Shares % of portfolio
SPDR SER TR    (BLOMBERG BRC INV) FLRN 216,849,000 7,051,994 53.48%
ISHARES INC    (CORE MSCI EMKT) IEMG 98,772,000 1,881,018 24.36%
GLOBAL X FDS    (GLB X MLP ENRG I) MLPX 52,628,000 3,951,032 12.98%
SCHWAB STRATEGIC TR    (US LRG CAP ETF) SCHX 5,493,000 84,524 1.35%
ISHARES TR    (CORE S&P500 ETF) IVV 4,974,000 18,215 1.22%
ISHARES TR    (EDGE MSCI USA VL) VLUE 3,090,000 37,403 0.76%
ISHARES TR    (USA QUALITY FCTR) QUAL 1,901,000 22,780 0.46%
WISDOMTREE TR    (US MIDCP EARNING) EZM 1,810,000 45,069 0.44%
SCHWAB STRATEGIC TR    (INTL EQTY ETF) SCHF 1,514,000 45,805 0.37%
ISHARES TR    (MULTIFACTOR INTL) 1,473,000 53,316 0.36%
SPDR GOLD TRUST    (GOLD SHS) GLD 1,382,000 11,651 0.34%
VANGUARD ADMIRAL FDS INC    (SMLLCP 600 IDX) VIOO 1,329,000 8,721 0.32%
VANGUARD INDEX FDS    (MCAP GR IDXVIP) VOT 1,274,000 9,480 0.31%
SCHWAB STRATEGIC TR    (EMRG MKTEQ ETF) SCHE 1,199,000 46,320 0.29%
ISHARES TR    (SHRT NAT MUN ETF) 1,160,000 11,044 0.28%
ISHARES TR    (NATIONAL MUN ETF) MUB 804,000 7,372 0.19%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 784,000 5,232 0.19%
ISHARES TR    (CORE US AGGBD ET) AGG 744,000 6,997 0.18%
ISHARES TR    (CORE 1 5 YR USD) ISTB 710,000 14,465 0.17%
SPDR S&P MIDCAP 400 ETF TR    (UTSER1 S&PDCRP) MDY 669,000 1,884 0.16%


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MAJOR GURUS:
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