DWM Financial Group, Inc. 13F Holdings
CIK 0001759545 · Palatine, IL
As of Dec 31, 2020, DWM Financial Group, Inc. reported 17 positions worth $73.4K in its SEC Form 13F filing.
Top 17 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF | JPIN | — | 167,431 | $9.7K | 13.27% |
| INVESCO RAFI US 1500 SMALL-MID ETF | PRFZ | — | 64,504 | $9.7K | 13.26% |
| SCHWAB US TIPS ETF | SCHP | — | 141,934 | $8.8K | 12.00% |
| JOHN HANCOCK MULTIFACTOR MID CAP ETF | JHMM | — | 176,158 | $7.9K | 10.79% |
| ARK INNOVATION ETF | ARKK | — | 39,487 | $4.9K | 6.69% |
| iShares Gold Trust | IAU | — | 264,237 | $4.8K | 6.52% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 14,588 | $4.6K | 6.23% |
| VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND | VMBS | — | 79,212 | $4.3K | 5.83% |
| VANGUARD CHARLOTTE FUNDS | BNDX | — | 64,413 | $3.8K | 5.13% |
| INVESCO | BSCO | — | 153,929 | $3.4K | 4.69% |
| INVESCO | BSCN | — | 156,246 | $3.4K | 4.66% |
| INVESCO | BSCM | — | 155,601 | $3.4K | 4.61% |
| INVESCO | BSCL | — | 157,020 | $3.3K | 4.53% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 2,190 | $426.0 | 0.58% |
| FIRST BANCORP | FBNC | Financial Services | 12,119 | $410.0 | 0.56% |
| APPLE INC | AAPL | Technology | 1,799 | $239.0 | 0.33% |
| AMAZON.COM INC | AMZN | Equity | 71 | $231.0 | 0.31% |