Orgel Wealth Management, LLC
CIK 1658535 · Holdings on Dec 31, 2023 · First reported Jan 11, 2024
Top ten holdings
Q4 2023- MUB12.27%
- VGSH11.09%
- BND10.62%
- SCHD9.26%
- VIOO5.62%
- SPYG5.58%
- VYMI4.58%
- MMIN3.82%
- GOVI3.64%
- SUB3.37%
Share classes counted separately69.85%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MUBISHARES NATIONAL MUNI BOND ENATIONAL MUN ETF View history and evidence | $414.93M | 12.27% | 3.83M shares | — | ↗▾ | |
| 02 | VGSHVANGUARD SHORT-TERM TREASURYSHORT TERM TREAS View history and evidence | $374.94M | 11.09% | 6.43M shares | — | ↗▾ | |
| 03 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MRKT View history and evidence | $359.10M | 10.62% | 4.88M shares | — | ↗▾ | |
| 04 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $313.26M | 9.26% | 4.11M shares | — | ↗▾ | |
| 05 | VIOOVANGUARD S&P SMALL-CAP 600 ESMLLCP 600 IDX View history and evidence | $189.90M | 5.62% | 1.91M shares | — | ↗▾ | |
| 06 | SPYGSS SPDR P S&P 500 GROWTH ETFPRTFLO S&P500 GW View history and evidence | $188.78M | 5.58% | 2.90M shares | — | ↗▾ | |
| 07 | VYMIVANGUARD INT HIGH DVD YLD ININTL HIGH ETF View history and evidence | $154.84M | 4.58% | 2.33M shares | — | ↗▾ | |
| 08 | MMINNYLIM MACKAY MUNI INSURED ETIQ MACKAY INSRED View history and evidence | $129.24M | 3.82% | 5.26M shares | — | ↗▾ | |
| 09 | GOVIINVESCO EQUAL WEIGHT 0-30 YREQUAL WEGT 0-30 View history and evidence | $122.94M | 3.64% | 4.26M shares | — | ↗▾ | |
| 10 | SUBISHARES SHORT-TERM NATIONALSHRT NAT MUN ETF View history and evidence | $114.09M | 3.37% | 1.08M shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 5
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| ESML ISHARES ESG AWARE MSCI USA S | Non-derivative | — | — | SEC filing ↗ | |
| EAGG ISHARES ESG AWARE US AGGREGA | Non-derivative | — | — | SEC filing ↗ | |
| SCHB SCHWAB US BROAD MARKET ETF | Non-derivative | — | — | SEC filing ↗ |
3 / 5 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1658535 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Jan 11, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 3381538495
}Research all 84 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.