SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC Holdings

SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC is an investment fund managing more than 111.26M US dollars. The largest holdings include iShares Core S&P Total U.S. Stock Market ETF, Apple and Vanguard Total Stock Market Index Fund. In Q3 2022 the fund bought assets of total value of 19.45M US dollars and sold assets of total value of 7.37M US dollars.

$111.25M

portfolio value

-23.69%

quarter

SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC portfolio changes

Portfolio changes (number of shares)
Period	Buy	Sel
Q1 2022	1680000	1833000
Q2 2022	-1524000	3400000
Q3 2022	19453000	7369000

SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC 13F holdings

Stock	Position type	Portfolio share	Portfolio value	Avg. open price	Current price	P/L	Last change
iShares Core S&P Total U.S. Stock Market ETF Portfolio share: 22.92% Portfolio value: 25.50M Avg. open price: $104 Current price: $88.61 P/L: -14.80% Sold -2.91% shares Q3 2022	share	22.92%	25.50M	$104	$88.61	-14.80%	Sold -2.91% shares Q3 2022
Consumer Electronics Apple Inc. Portfolio share: 12.11% Portfolio value: 13.47M Avg. open price: $143.14 Current price: $146.61 P/L: +2.43% Bought +8.24% shares Q3 2022	share	12.11%	13.47M	$143.14	$146.61	+2.43%	Bought +8.24% shares Q3 2022
Closed-End Fund - Equity Vanguard Total Stock Market Index Fund Portfolio share: 5.04% Portfolio value: 5.61M Avg. open price: $188.62 Current price: $199.98 P/L: +6.02% Bought +42.94% shares Q3 2022	share	5.04%	5.61M	$188.62	$199.98	+6.02%	Bought +42.94% shares Q3 2022
Vanguard Mid-Cap Value Index Fund Portfolio share: 4.32% Portfolio value: 4.80M Avg. open price: $138.94 Current price: $139.92 P/L: +0.71% Bought +5.16% shares Q3 2022	share	4.32%	4.80M	$138.94	$139.92	+0.71%	Bought +5.16% shares Q3 2022
Vanguard Intermediate-Term Bond Index Fund Portfolio share: 3.76% Portfolio value: 4.18M Avg. open price: N/A Current price: $75.45 P/L: N/A N/A Q3 2022	share	3.76%	4.18M	N/A	$75.45	N/A	N/A Q3 2022
iShares National Muni Bond ETF Portfolio share: 3.39% Portfolio value: 3.76M Avg. open price: N/A Current price: $106.17 P/L: N/A N/A Q3 2022	share	3.39%	3.76M	N/A	$106.17	N/A	N/A Q3 2022
Financial Data & Stock Exchanges Intercontinental Exchange, Inc. Portfolio share: 3.21% Portfolio value: 3.57M Avg. open price: N/A Current price: $107.09 P/L: N/A Sold -0.03% shares Q1 2022	share	3.21%	3.57M	N/A	$107.09	N/A	Sold -0.03% shares Q1 2022
Banks—Regional M&T Bank Corporation Portfolio share: 2.88% Portfolio value: 3.20M Avg. open price: $169.5 Current price: $161.31 P/L: -4.83% Bought +0.25% shares Q2 2022	share	2.88%	3.20M	$169.5	$161.31	-4.83%	Bought +0.25% shares Q2 2022
SCHWAB CHARLES FAMILY FD Portfolio share: 2.27% Portfolio value: 2.52M Avg. open price: N/A Current price: N/A P/L: N/A Bought +0.27% shares Q3 2022	share	2.27%	2.52M	N/A	N/A	N/A	Bought +0.27% shares Q3 2022
IQ Chaikin U.S. Small Cap ETF Portfolio share: 2.17% Portfolio value: 2.41M Avg. open price: $31.6 Current price: $33.05 P/L: +4.59% Bought +5.20% shares Q3 2022	share	2.17%	2.41M	$31.6	$33.05	+4.59%	Bought +5.20% shares Q3 2022
PGIM Ultra Short Bond ETF Portfolio share: 1.78% Portfolio value: 1.98M Avg. open price: N/A Current price: $49.02 P/L: N/A N/A Q3 2022	share	1.78%	1.98M	N/A	$49.02	N/A	N/A Q3 2022
Drug Manufacturers—General Merck & Co., Inc. Portfolio share: 1.48% Portfolio value: 1.64M Avg. open price: $86.75 Current price: $110.01 P/L: +26.82% Bought +4.87% shares Q3 2022	share	1.48%	1.64M	$86.75	$110.01	+26.82%	Bought +4.87% shares Q3 2022
Oil & Gas Integrated Exxon Mobil Corporation Portfolio share: 1.42% Portfolio value: 1.57M Avg. open price: $62.8 Current price: $106.85 P/L: +70.14% Bought +0.31% shares Q3 2022	share	1.42%	1.57M	$62.8	$106.85	+70.14%	Bought +0.31% shares Q3 2022
Software—Infrastructure Microsoft Corporation Portfolio share: 1.39% Portfolio value: 1.54M Avg. open price: $297.86 Current price: $250.2 P/L: -16.00% Bought +10.31% shares Q3 2022	share	1.39%	1.54M	$297.86	$250.2	-16.00%	Bought +10.31% shares Q3 2022
Tobacco Philip Morris International Inc. Portfolio share: 1.37% Portfolio value: 1.52M Avg. open price: $96.19 Current price: $103.48 P/L: +7.58% Bought +0.29% shares Q3 2022	share	1.37%	1.52M	$96.19	$103.48	+7.58%	Bought +0.29% shares Q3 2022
WisdomTree International Equity Fund Portfolio share: 1.33% Portfolio value: 1.47M Avg. open price: $53.67 Current price: $47.39 P/L: -11.71% Sold -9.97% shares Q3 2022	share	1.33%	1.47M	$53.67	$47.39	-11.71%	Sold -9.97% shares Q3 2022
JPMorgan Alerian MLP Index ETN Portfolio share: 1.20% Portfolio value: 1.33M Avg. open price: N/A Current price: $22.33 P/L: N/A Sold -9.19% shares Q3 2022	share	1.20%	1.33M	N/A	$22.33	N/A	Sold -9.19% shares Q3 2022
Alpha Architect Freedom 100 Emerging Markets ETF Portfolio share: 1.17% Portfolio value: 1.30M Avg. open price: N/A Current price: $29.19 P/L: N/A N/A Q3 2022	share	1.17%	1.30M	N/A	$29.19	N/A	N/A Q3 2022
Closed-End Fund - Foreign iShares MSCI Emerging Markets ETF Portfolio share: 1.16% Portfolio value: 1.29M Avg. open price: N/A Current price: $39.09 P/L: N/A Sold -51.26% shares Q3 2022	share	1.16%	1.29M	N/A	$39.09	N/A	Sold -51.26% shares Q3 2022
Capital Group Dividend Value ETF Portfolio share: 1.13% Portfolio value: 1.25M Avg. open price: N/A Current price: $24 P/L: N/A N/A Q3 2022	share	1.13%	1.25M	N/A	$24	N/A	N/A Q3 2022
FlexShares Morningstar Global Upstream Natural Resources Index Fund Portfolio share: 1.12% Portfolio value: 1.24M Avg. open price: $39.67 Current price: $44.18 P/L: +11.37% Bought +2.48% shares Q3 2022	share	1.12%	1.24M	$39.67	$44.18	+11.37%	Bought +2.48% shares Q3 2022
Household & Personal Products The Procter & Gamble Company Portfolio share: 1.07% Portfolio value: 1.19M Avg. open price: $149.7 Current price: $149.09 P/L: -0.41% Bought +0.12% shares Q3 2022	share	1.07%	1.19M	$149.7	$149.09	-0.41%	Bought +0.12% shares Q3 2022
Internet Content & Information Alphabet Inc. Portfolio share: 0.98% Portfolio value: 1.08M Avg. open price: $2,767.55 Current price: $99.87 P/L: -96.39% Bought +1.80% shares Q3 2022	share	0.98%	1.08M	$2,767.55	$99.87	-96.39%	Bought +1.80% shares Q3 2022
Internet Retail Amazon.com, Inc. Portfolio share: 0.95% Portfolio value: 1.06M Avg. open price: $3,264.32 Current price: $91.02 P/L: -97.21% Sold -2.90% shares Q3 2022	share	0.95%	1.06M	$3,264.32	$91.02	-97.21%	Sold -2.90% shares Q3 2022
iShares iBoxx $ Investment Grade Corporate Bond ETF Portfolio share: 0.83% Portfolio value: 922K Avg. open price: N/A Current price: $108.49 P/L: N/A N/A Q3 2022	share	0.83%	922K	N/A	$108.49	N/A	N/A Q3 2022
Schwab International Equity ETF Portfolio share: 0.81% Portfolio value: 906K Avg. open price: N/A Current price: $33.33 P/L: N/A N/A Q3 2022	share	0.81%	906K	N/A	$33.33	N/A	N/A Q3 2022
Capital Group Global Growth Equity ETF Portfolio share: 0.81% Portfolio value: 897K Avg. open price: N/A Current price: $21.71 P/L: N/A N/A Q3 2022	share	0.81%	897K	N/A	$21.71	N/A	N/A Q3 2022
Drug Manufacturers—General Johnson & Johnson Portfolio share: 0.75% Portfolio value: 835K Avg. open price: $177.51 Current price: $178.78 P/L: +0.72% Bought +44.15% shares Q3 2022	share	0.75%	835K	$177.51	$178.78	+0.72%	Bought +44.15% shares Q3 2022
Closed-End Fund - Equity SPDR Dow Jones REIT ETF Portfolio share: 0.75% Portfolio value: 835K Avg. open price: N/A Current price: $90.76 P/L: N/A Sold -9.87% shares Q3 2022	share	0.75%	835K	N/A	$90.76	N/A	Sold -9.87% shares Q3 2022
Vanguard 500 Index Fund Portfolio share: 0.73% Portfolio value: 809K Avg. open price: $346.88 Current price: $367.34 P/L: +5.90% Bought +3.66% shares Q3 2022	share	0.73%	809K	$346.88	$367.34	+5.90%	Bought +3.66% shares Q3 2022
Oil & Gas Integrated Chevron Corporation Portfolio share: 0.71% Portfolio value: 795K Avg. open price: $146.31 Current price: $176.56 P/L: +20.67% Bought +17.14% shares Q3 2022	share	0.71%	795K	$146.31	$176.56	+20.67%	Bought +17.14% shares Q3 2022
Beverages—Non-Alcoholic PepsiCo, Inc. Portfolio share: 0.66% Portfolio value: 730K Avg. open price: $167.38 Current price: $183.12 P/L: +9.40% Bought +0.07% shares Q3 2022	share	0.66%	730K	$167.38	$183.12	+9.40%	Bought +0.07% shares Q3 2022
Confectioners Mondelez International, Inc. Portfolio share: 0.60% Portfolio value: 672K Avg. open price: $65.75 Current price: $67.43 P/L: +2.56% Sold -4.11% shares Q3 2022	share	0.60%	672K	$65.75	$67.43	+2.56%	Sold -4.11% shares Q3 2022
Drug Manufacturers—General Bristol-Myers Squibb Company Portfolio share: 0.56% Portfolio value: 628K Avg. open price: $74.29 Current price: $80.7 P/L: +8.62% Bought +6.42% shares Q3 2022	share	0.56%	628K	$74.29	$80.7	+8.62%	Bought +6.42% shares Q3 2022
Auto Manufacturers Tesla, Inc. Portfolio share: 0.56% Portfolio value: 619K Avg. open price: $673.42 Current price: $182.45 P/L: -72.91% Bought +1.21% shares Q3 2022	share	0.56%	619K	$673.42	$182.45	-72.91%	Bought +1.21% shares Q3 2022
Banks—Regional Valley National Bancorp Portfolio share: 0.55% Portfolio value: 613K Avg. open price: N/A Current price: $11.6 P/L: N/A N/A Q4 2021	share	0.55%	613K	N/A	$11.6	N/A	N/A Q4 2021
Aerospace & Defense The Boeing Company Portfolio share: 0.55% Portfolio value: 613K Avg. open price: $191.5 Current price: $185.1 P/L: -3.34% Sold -10.60% shares Q3 2022	share	0.55%	613K	$191.5	$185.1	-3.34%	Sold -10.60% shares Q3 2022
Entertainment The Walt Disney Company Portfolio share: 0.54% Portfolio value: 601K Avg. open price: $152.15 Current price: $95.93 P/L: -36.95% Sold -0.16% shares Q3 2022	share	0.54%	601K	$152.15	$95.93	-36.95%	Sold -0.16% shares Q3 2022
Tobacco Altria Group, Inc. Portfolio share: 0.54% Portfolio value: 601K Avg. open price: $44.3 Current price: $47.19 P/L: +6.53% Bought +7.26% shares Q3 2022	share	0.54%	601K	$44.3	$47.19	+6.53%	Bought +7.26% shares Q3 2022
JPMorgan Equity Premium Income ETF Portfolio share: 0.52% Portfolio value: 579K Avg. open price: $55.45 Current price: $55.92 P/L: +0.85% Bought +145.76% shares Q3 2022	share	0.52%	579K	$55.45	$55.92	+0.85%	Bought +145.76% shares Q3 2022
iShares Core MSCI Emerging Markets ETF Portfolio share: 0.50% Portfolio value: 553K Avg. open price: $58.16 Current price: $48.11 P/L: -17.28% Sold -63.78% shares Q3 2022	share	0.50%	553K	$58.16	$48.11	-17.28%	Sold -63.78% shares Q3 2022
Telecom Services AT&T Inc. Portfolio share: 0.49% Portfolio value: 540K Avg. open price: $23.81 Current price: $18.75 P/L: -21.26% Sold -1.67% shares Q3 2022	share	0.49%	540K	$23.81	$18.75	-21.26%	Sold -1.67% shares Q3 2022
iShares Russell 2000 ETF Portfolio share: 0.48% Portfolio value: 539K Avg. open price: $222.93 Current price: $182.83 P/L: -17.99% Bought +0.06% shares Q1 2022	share	0.48%	539K	$222.93	$182.83	-17.99%	Bought +0.06% shares Q1 2022
Utilities—Regulated Gas New Jersey Resources Corporation Portfolio share: 0.44% Portfolio value: 490K Avg. open price: $44.53 Current price: $48.72 P/L: +9.41% Bought +20.38% shares Q3 2022	share	0.44%	490K	$44.53	$48.72	+9.41%	Bought +20.38% shares Q3 2022
Information Technology Services International Business Machines Corporation Portfolio share: 0.42% Portfolio value: 471K Avg. open price: $139.45 Current price: $147.41 P/L: +5.71% Bought +12.19% shares Q3 2022	share	0.42%	471K	$139.45	$147.41	+5.71%	Bought +12.19% shares Q3 2022
Credit Services Visa Inc. Portfolio share: 0.42% Portfolio value: 462K Avg. open price: $196.89 Current price: $213.68 P/L: +8.53% Bought +4.66% shares Q3 2022	share	0.42%	462K	$196.89	$213.68	+8.53%	Bought +4.66% shares Q3 2022
Internet Retail Amazon.com, Inc. Portfolio share: 0.41% Portfolio value: 452K Avg. open price: $3,264.32 Current price: $91.02 P/L: -97.21% N/A Q3 2022	call	0.41%	452K	$3,264.32	$91.02	-97.21%	N/A Q3 2022
Asset Management FS KKR Capital Corp. Portfolio share: 0.40% Portfolio value: 441K Avg. open price: $20.84 Current price: $19.43 P/L: -6.77% Sold -3.00% shares Q2 2022	share	0.40%	441K	$20.84	$19.43	-6.77%	Sold -3.00% shares Q2 2022
Home Improvement Retail Lowe's Companies, Inc. Portfolio share: 0.37% Portfolio value: 408K Avg. open price: N/A Current price: $206.18 P/L: N/A N/A Q2 2022	share	0.37%	408K	N/A	$206.18	N/A	N/A Q2 2022
Home Improvement Retail The Home Depot, Inc. Portfolio share: 0.37% Portfolio value: 407K Avg. open price: $297.4 Current price: $320.08 P/L: +7.63% Bought +0.34% shares Q3 2022	share	0.37%	407K	$297.4	$320.08	+7.63%	Bought +0.34% shares Q3 2022
Vanguard FTSE All-World ex-US Index Fund Portfolio share: 0.35% Portfolio value: 391K Avg. open price: N/A Current price: $51.48 P/L: N/A N/A Q3 2022	share	0.35%	391K	N/A	$51.48	N/A	N/A Q3 2022
Banks—Diversified JPMorgan Chase & Co. Portfolio share: 0.32% Portfolio value: 361K Avg. open price: $112.61 Current price: $131.37 P/L: +16.66% Bought +21.34% shares Q3 2022	share	0.32%	361K	$112.61	$131.37	+16.66%	Bought +21.34% shares Q3 2022
Drug Manufacturers—General AbbVie Inc. Portfolio share: 0.32% Portfolio value: 360K Avg. open price: $157.09 Current price: $163.96 P/L: +4.38% Bought +39.49% shares Q3 2022	share	0.32%	360K	$157.09	$163.96	+4.38%	Bought +39.49% shares Q3 2022
Telecom Services Comcast Corporation Portfolio share: 0.31% Portfolio value: 344K Avg. open price: $46.69 Current price: $35.15 P/L: -24.71% Bought +0.91% shares Q3 2022	share	0.31%	344K	$46.69	$35.15	-24.71%	Bought +0.91% shares Q3 2022
Household & Personal Products Colgate-Palmolive Company Portfolio share: 0.31% Portfolio value: 342K Avg. open price: N/A Current price: $77.12 P/L: N/A N/A Q4 2021	share	0.31%	342K	N/A	$77.12	N/A	N/A Q4 2021
Telecom Services Verizon Communications Inc. Portfolio share: 0.30% Portfolio value: 338K Avg. open price: $51.04 Current price: $37.07 P/L: -27.38% Bought +3.46% shares Q3 2022	share	0.30%	338K	$51.04	$37.07	-27.38%	Bought +3.46% shares Q3 2022
Semiconductors Intel Corporation Portfolio share: 0.28% Portfolio value: 317K Avg. open price: $49.29 Current price: $29.17 P/L: -40.82% Bought +0.75% shares Q3 2022	share	0.28%	317K	$49.29	$29.17	-40.82%	Bought +0.75% shares Q3 2022
Utilities—Regulated Electric Public Service Enterprise Group Incorporated Portfolio share: 0.27% Portfolio value: 305K Avg. open price: $63.28 Current price: $60.27 P/L: -4.76% Bought +0.20% shares Q3 2022	share	0.27%	305K	$63.28	$60.27	-4.76%	Bought +0.20% shares Q3 2022
Drug Manufacturers—General Pfizer Inc. Portfolio share: 0.27% Portfolio value: 298K Avg. open price: $52.43 Current price: $50.73 P/L: -3.24% Bought +1.89% shares Q3 2022	share	0.27%	298K	$52.43	$50.73	-3.24%	Bought +1.89% shares Q3 2022
REIT—Retail InvenTrust Properties Corp. Portfolio share: 0.26% Portfolio value: 293K Avg. open price: $27.97 Current price: $24.55 P/L: -12.23% Sold -9.39% shares Q3 2022	share	0.26%	293K	$27.97	$24.55	-12.23%	Sold -9.39% shares Q3 2022
Banks—Diversified Bank of America Corporation Portfolio share: 0.24% Portfolio value: 271K Avg. open price: $41.55 Current price: $34.47 P/L: -17.03% Bought +28.63% shares Q2 2022	share	0.24%	271K	$41.55	$34.47	-17.03%	Bought +28.63% shares Q2 2022
SPDR SER TR Portfolio share: 0.24% Portfolio value: 271K Avg. open price: N/A Current price: $26.35 P/L: N/A Sold -3.41% shares Q3 2022	share	0.24%	271K	N/A	$26.35	N/A	Sold -3.41% shares Q3 2022
Semiconductors NVIDIA Corporation Portfolio share: 0.23% Portfolio value: 258K Avg. open price: $272.86 Current price: $166.1 P/L: -39.13% Sold -12.37% shares Q3 2022	share	0.23%	258K	$272.86	$166.1	-39.13%	Sold -12.37% shares Q3 2022
SPDR Portfolio S&P 500 Value ETF Portfolio share: 0.23% Portfolio value: 256K Avg. open price: N/A Current price: $40 P/L: N/A N/A Q3 2022	share	0.23%	256K	N/A	$40	N/A	N/A Q3 2022
Healthcare Plans CVS Health Corporation Portfolio share: 0.23% Portfolio value: 251K Avg. open price: N/A Current price: $102.01 P/L: N/A N/A Q3 2022	share	0.23%	251K	N/A	$102.01	N/A	N/A Q3 2022
Entertainment Netflix, Inc. Portfolio share: 0.22% Portfolio value: 243K Avg. open price: $612.09 Current price: $312.59 P/L: -48.93% N/A Q3 2022	share	0.22%	243K	$612.09	$312.59	-48.93%	N/A Q3 2022
Aerospace & Defense Lockheed Martin Corporation Portfolio share: 0.22% Portfolio value: 241K Avg. open price: N/A Current price: $490.67 P/L: N/A N/A Q3 2022	share	0.22%	241K	N/A	$490.67	N/A	N/A Q3 2022
Capital Markets Morgan Stanley Portfolio share: 0.20% Portfolio value: 227K Avg. open price: N/A Current price: $89.81 P/L: N/A N/A Q3 2022	share	0.20%	227K	N/A	$89.81	N/A	N/A Q3 2022
Communication Equipment Motorola Solutions, Inc. Portfolio share: 0.19% Portfolio value: 210K Avg. open price: N/A Current price: $268.23 P/L: N/A N/A Q3 2022	share	0.19%	210K	N/A	$268.23	N/A	N/A Q3 2022
Software—Infrastructure Oracle Corporation Portfolio share: 0.19% Portfolio value: 210K Avg. open price: $82.73 Current price: $79.43 P/L: -3.99% Bought +24.46% shares Q2 2022	share	0.19%	210K	$82.73	$79.43	-3.99%	Bought +24.46% shares Q2 2022
Schwab U.S. Broad Market ETF Portfolio share: 0.19% Portfolio value: 209K Avg. open price: N/A Current price: $46.84 P/L: N/A N/A Q2 2022	share	0.19%	209K	N/A	$46.84	N/A	N/A Q2 2022
Asset Management Nuveen New Jersey Quality Municipal Income Fund Portfolio share: 0.14% Portfolio value: 160K Avg. open price: $15.27 Current price: $11.65 P/L: -23.71% Sold -15.27% shares Q3 2022	share	0.14%	160K	$15.27	$11.65	-23.71%	Sold -15.27% shares Q3 2022
Asset Management Putnam Managed Municipal Income Trust Portfolio share: 0.06% Portfolio value: 67K Avg. open price: N/A Current price: $6.43 P/L: N/A N/A Q1 2022	share	0.06%	67K	N/A	$6.43	N/A	N/A Q1 2022
Asset Management AMTD IDEA Group Portfolio share: 0.02% Portfolio value: 22K Avg. open price: N/A Current price: $1.9 P/L: N/A N/A Q3 2022	share	0.02%	22K	N/A	$1.9	N/A	N/A Q3 2022
Household & Personal Products Church & Dwight Co., Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $80.39 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$80.39	N/A	Sold -100.00% shares Q3 2022
iShares Core S&P Small-Cap ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $99.28 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$99.28	N/A	Sold -100.00% shares Q3 2022
Asset Management Blackstone Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $81.97 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$81.97	N/A	Sold -100.00% shares Q3 2022
Diagnostics & Research Thermo Fisher Scientific Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $557.21 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$557.21	N/A	Sold -100.00% shares Q3 2022

Showing TOP 78 SMALLWOOD WEALTH INVESTMENT MANAGEMENT's 13F holdings.

Frequently Asked Questions (FAQ)

What is the biggest position of SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC?

The biggest position of the SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC is iShares Core S&P Total U.S. Stock Market ETF (ITOT) with 22.92% portfolio share worth of 25.51M US dollars.

Top 5 SMALLWOOD WEALTH INVESTMENT MANAGEMENT's holdings represent 48.16% of the portfolio:

iShares Core S&P Total U.S. Stock Market ETF (ITOT) – 22.92%
Apple Inc. (AAPL) – 12.11%
Vanguard Total Stock Market Index Fund (VTI) – 5.04%
Vanguard Mid-Cap Value Index Fund (VOE) – 4.32%
Vanguard Intermediate-Term Bond Index Fund (BIV) – 3.76%

Who is the portfolio manager of SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC?

The portfolio manager of the SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC is .

What is the total asset value of the SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC portfolio?

SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC total asset value (portfolio value) is 111.26M US dollars.

Who is ?

is the portfolio manager of the SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC.

What is (SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC) fund performance?

SMALLWOOD WEALTH INVESTMENT MANAGEMENT's quarterly performance is -23.69%, annualy 0.00%.

What is the SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC CIK?

SMALLWOOD WEALTH INVESTMENT MANAGEMENT's Central Index Key is 0001921304 .