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| Name: |
Smallwood Wealth Investment Management LLC |
| City: |
Red Bank |
| State: |
NJ |
| Zip: |
07701 |
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data |
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Filing Period: |
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| Holdings
Found :
10 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
ITOT |
iShares Core S&P Total US |
1 |
- |
$116.65 |
$39,428,000 |
341,961 |
30.56% |
3,167,000 |
-2,628 |
0.094 |
Closed - End Fund - E... |
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VTI |
Vanguard Total Stock Market... |
2 |
- |
$262.95 |
$7,585,000 |
29,184 |
5.88% |
658,000 |
-15 |
0.003 |
Closed - End Fund - E... |
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ICE |
Intercontinental Exchange Inc |
5 |
- |
$133.79 |
$5,292,000 |
38,504 |
4.1% |
303,000 |
-340 |
0.007 |
Business Services |
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MUB |
iShares S&P National Munici... |
7 |
- |
$106.16 |
$3,814,000 |
35,443 |
2.96% |
-33,000 |
-41 |
0.002 |
Closed - End Fund - E... |
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BIV |
Vanguard Intermediate-Term ... |
10 |
- |
$74.43 |
$3,283,000 |
43,543 |
2.54% |
-127,000 |
-1,105 |
0.027 |
Closed - End Fund - Debt |
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SCHF |
Schwab Strategic Trust |
21 |
- |
$39.36 |
$1,206,000 |
30,914 |
0.93% |
28,000 |
-957 |
0.003 |
Closed - End Fund - Debt |
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IWM |
iShares Tr Russell 2000 Indx |
31 |
- |
$201.20 |
$640,000 |
3,042 |
0.5% |
17,000 |
-63 |
0 |
Closed - End Fund - E... |
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T |
AT&T Corp |
36 |
- |
$18.10 |
$563,000 |
32,001 |
0.44% |
21,000 |
-325 |
0 |
Long Distance Carriers |
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NJR |
New Jersey Resources Corp |
40 |
- |
$43.29 |
$472,000 |
11,010 |
0.37% |
-27,000 |
-176 |
0.011 |
Gas Utilities |
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FSCO |
Fs Global Credit Opportunit... |
46 |
- |
$6.33 |
$419,000 |
70,671 |
0.32% |
8,000 |
-1,901 |
0 |
N/A |
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