Avoid Fraud, Get The Facts, And Find The Best
Legal Name: WELA STRATEGIES, INC.
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 18, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
ISHARES TR CORE S&P500 ETF (464287200)
|
131,335 |
$38,711k |
|
ISHARES (464287242)
|
136,448 |
$16,970k |
|
ISHARES TR IBOXX HI YD ETF (464288513)
|
170,226 |
$14,840k |
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
228,014 |
$14,000k |
|
SPDR SERIES TRUST (78464A672)
|
159,970 |
$9,886k |
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
87,165 |
$7,618k |
|
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835)
|
87,799 |
$7,293k |
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
140,250 |
$5,965k |
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
29,158 |
$5,664k |
|
SELECT SECTOR SPDR (81369Y803)
|
47,437 |
$3,702k |
|
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605)
|
123,732 |
$3,498k |
|
SELECT SECTOR SPDR (81369Y506)
|
51,614 |
$3,288k |
|
SPDR S&P DIVIDEND (78464A763)
|
30,566 |
$3,083k |
|
VANGUARD BD INDEX FD INC (921937819)
|
33,451 |
$2,893k |
|
FIRST TR EXCHANGE TRADED FD (33738D101)
|
114,669 |
$2,884k |
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
35,316 |
$2,765k |
|
VANGUARD BD INDEX FD INC (921937827)
|
30,708 |
$2,473k |
|
SPDR Inv't Grade Floating Rate (78468R200)
|
76,093 |
$2,338k |
|
VANGUARD BD INDEX FD INC (921937793)
|
19,937 |
$1,935k |
|
BLACKROCK CR. ALLOC (092508100)
|
70,830 |
$919k |
|
WESTERN ASSET HIGH INCM OPP (95766K109)
|
178,769 |
$917k |
|
BLACKROCK CORE BD TR (09249E101)
|
64,606 |
$908k |
|
VANGUARD INTL HIGH DIV YLD ETF (921946794)
|
14,516 |
$891k |
|
BLACKROCK LTD DURATION INC T (09249W101)
|
55,024 |
$825k |
|
PIONEER FLOATING RATE TR (72369J102)
|
77,071 |
$824k |
|
INVESCO EXCHNG TRADED FD TR (46138E511)
|
39,843 |
$583k |
|
SPDR INDEX SHS FDS (78463X848)
|
14,184 |
$520k |
|
SPDR Barclays 1-3 Month T-Bill ETF (78464A680)
|
4,935 |
$452k |
|
HOME DEPOT INC (437076102)
|
1,424 |
$296k |
|
COCA-COLA CO (191216100)
|
4,961 |
$253k |
|
NORFOLK SOUTHERN (655844108)
|
1,164 |
$232k |
|
VANGUARD INDEX FDS (922908652)
|
1,763 |
$209k |
|
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