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Southern Wealth Management, LLP

Q4 2021 Holdings

Filed 2022-02-10 | 56 holdings | $252.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Vanguard Index FDS Mid-Cap Value Index Viper SHS ETF(VOE)MCAP VL IDXVIP922908512$11.5K76,2104.5%
Ishares Msci Eafe Value Index ETF(EFV)EAFE VALUE ETF464288877$11.5K227,9684.5%
Vanguard S&P 500 ETF(VOO)S&P 500 ETF922908363$13.3K30,3545.2%
Ishares Russell 1000 Growth ETF(IWF)RUS 1000 GRW ETF464287614$17.9K58,4797.1%
Vanguard Growth ETF(VUG)GROWTH ETF922908736$30.8K95,91612.2%
First Trust Preferred Securities and Income ETF(FPE)PFD SECS INC ETF33739E108$31.2K1,536,46412.4%
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