Instuitional Investor - Lenox Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Lenox Wealth Management, Inc. |
| Portfolio Value | $327,335,000 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | PG | 418,829 | $50,079,000 | 15.29% | |
| 2. | BRK.A | 199,367 | $35,589,000 | 10.87% | |
| 3. | Ishares Tr Sh Tr Crport Etf | 271,680 | $14,863,000 | 4.54% | |
| 4. | Ishares Iboxx $ High Yield Corporate Bd | 147,725 | $12,057,000 | 3.68% | |
| 5. | Ishares Floating Rate Bond Etf | 147,590 | $7,466,000 | 2.28% |
