SWM Advisors
CIK 1874081
13F portfolio (2022-Q3)
$106M
Positions
24
As reported on this filer's Form 13F for 2022-Q3, filed 2022-10-12. Long positions in SEC Section 13(f) securities; a lagged quarterly snapshot, filed up to 45 days after quarter-end. This filer has stopped filing 13F reports.
| 1 | VOO | VANGUARD INDEX FDS |
| 2 | VEA | VANGUARD TAX-MANAGED FDS |
| 3 | VXF | VANGUARD INDEX FDS |
| 4 | FLOT | ISHARES TR |
| 5 | ICSH | ISHARES TR |
Top holdings — weights and history with Pro
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