investingreview.org logo
Avoid Fraud, Get The Facts, And Find The Best
Nothings Found.

Reported Holdings Of The
WELA Strategies Inc

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

Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.

All information provided on this website is provided without warranty and for informational purposes only.
InvestingReview.org does not provide investment advice. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency.


Recently Searched Firms

Please note: Search data is accumulated by 3rd party and refreshed once per day.

Copyright © 2023 by InvestingReview.org / All Rights Reserved.