GeoWealth Management, LLC Q1 2021 Filing

Filed May 13, 2021

Portfolio Value

$641.2B

Holdings

204

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (204 positions)

#StockSharesValue% PortfolioType
201
PMBSPIMCO ETF TR
207$23.0M0.00%
202
KRMAGLOBAL X FDS
144$4.0M0.00%
203
SCHZSCHWAB STRATEGIC TR
51$3.0M0.00%
204
SCHHSCHWAB STRATEGIC TR
39$2.0M0.00%
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