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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: 2019-04-29) --- full portfolio
Company (links to holding history) Ticker Value On
2019-03-31
No of Shares % of portfolio
ISHARES TR    (NATIONAL MUN ETF) MUB 149,484,000 1,370,907 45.13%
ISHARES INC    (CORE MSCI EMKT) IEMG 76,179,000 1,615,680 23.00%
GLOBAL X FDS    (GLB X MLP ENRG I) MLPX 44,547,000 4,075,656 13.45%
ISHARES TR    (CORE S&P500 ETF) IVV 10,311,000 40,979 3.11%
SCHWAB STRATEGIC TR    (US LRG CAP ETF) SCHX 6,080,000 101,839 1.83%
ISHARES TR    (EDGE MSCI USA VL) VLUE 5,150,000 70,964 1.55%
ISHARES TR    (USA QUALITY FCTR) QUAL 3,618,000 47,137 1.09%
ISHARES TR    (CORE 1 5 YR USD) ISTB 3,054,000 62,241 0.92%
WISDOMTREE TR    (US MIDCP EARNING) EZM 3,004,000 87,610 0.90%
SCHWAB STRATEGIC TR    (US BRD MKT ETF) SCHB 2,705,000 45,143 0.81%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 2,485,000 65,233 0.75%
SCHWAB STRATEGIC TR    (INTL EQTY ETF) SCHF 2,375,000 83,760 0.71%
ISHARES TR    (MULTIFACTOR INTL) 2,268,000 95,672 0.68%
VANGUARD ADMIRAL FDS INC    (SMLLCP 600 IDX) VIOO 2,252,000 17,909 0.67%
VANGUARD INDEX FDS    (MCAP GR IDXVIP) VOT 2,176,000 18,179 0.65%
ISHARES TR    (CORE US AGGBD ET) AGG 1,969,000 18,494 0.59%
SCHWAB STRATEGIC TR    (EMRG MKTEQ ETF) SCHE 1,880,000 79,907 0.56%
INVESCO ACTIVELY MANAGD    (ETF OPTIMUM YIELD) 1,857,000 123,243 0.56%
SPDR SER TR    (BLOMBERG BRC INV) FLRN 1,662,000 54,720 0.50%
VANGUARD TAX MANAGED INTL FD FTSE    (DEV MKT ETF) VEA 734,000 19,777 0.22%


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MAJOR GURUS:
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