Welcome   Guest   [Login | Register] Sign in with Facebook Sign in with Google Sign in with Yahoo!
logoRelationalStocks.com
STOCK TICKER:

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

Global Wealth Management Investment Advisory, Inc. INSTITUTION : Global Wealth Management Investment Advisory, Inc.
Global Wealth Management Investment Advisory, Inc. Latest Top 20 Portfolio Holdings: (Filing Date: 2020-11-16) --- full portfolio
Company (links to holding history) Ticker Value On
2020-09-30
No of Shares % of portfolio
ISHARES TR    (RUS TP200 GR ETF) IWY 11,171,000 92,039 4.83%
VANGUARD SCOTTSDALE FDS    (MORTG-BACK SEC) VMBS 8,963,000 165,147 3.87%
ISHARES TR    (USD INV GRDE ETF) CFT 8,379,000 137,860 3.62%
ISHARES TR    (RUS TP200 VL ETF) IWX 7,629,000 149,389 3.30%
APPLE INC    (COM) AAPL 7,554,000 65,229 3.26%
ISHARES INC    (CORE MSCI EMKT) IEMG 6,336,000 120,004 2.74%
VANGUARD WHITEHALL FDS    (HIGH DIV YLD) VYM 6,263,000 77,389 2.70%
ISHARES TR    (CORE MSCI EAFE) IEFA 5,959,000 98,861 2.57%
ISHARES TR    (CORE S&P500 ETF) IVV 5,607,000 16,685 2.42%
ISHARES TR    (CORE US AGGBD ET) AGG 4,876,000 41,303 2.10%
VANGUARD CHARLOTTE FDS    (INTL BD IDX ETF) BNDX 4,717,000 81,067 2.04%
ISHARES TR    (IBOXX HI YD ETF) HYG 4,490,000 53,517 1.94%
ISHARES TR    (0-5YR INVT GR CP) SLQD 4,214,000 80,843 1.82%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 3,699,000 16,251 1.60%
MICROSOFT CORP    (COM) MSFT 3,657,000 17,385 1.58%
INVESCO QQQ TR    (UNIT SER 1) 3,523,000 12,680 1.52%
ISHARES TR    (RUS MDCP VAL ETF) IWS 3,503,000 43,329 1.51%
ISHARES TR    (EAFE VALUE ETF) EFV 3,471,000 86,023 1.50%
SCHWAB STRATEGIC TR    (US TIPS ETF) SCHP 3,257,000 52,848 1.40%
VANGUARD TAX-MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 3,202,000 78,280 1.38%


Investing Just Like
Global Wealth Management Investment

Matching performance of Global Wealth Management Investment by investing same stocks.

Get the number of shares each stock for investing:





MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

*Data and information is provided for informational purposes only, and is not intended for trading purposes.*
*By accessing the Relationalstocks.com web site, a user agrees that RelationalStocks.com shall be not liable for any errors or delays in the content.*