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Home > Institutional Investor > Abound Wealth Management > Profile

Instuitional Investor - Abound Wealth Management

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Abound Wealth Management
Portfolio Value	$426,992,612

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	IEF	444,527	$53,423,283	12.51%
2.	Ishares Trust	IEF	453,932	$45,338,712	10.62%
3.	Vanguard Tax-Managed Fds		506,534	$31,643,180	7.41%
4.	Ishares Trust	IEF	40,044	$27,427,690	6.42%
5.	Vanguard Index Fds - LARGE CAP ETF		79,450	$25,010,898	5.86%