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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	$440,096,962

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	IEF	468,114	$58,191,227	13.22%
2.	Ishares Trust	IEF	480,838	$47,732,765	10.85%
3.	Vanguard Tax-Managed Fds		522,137	$33,458,554	7.6%
4.	Ishares Trust	IEF	41,600	$27,173,591	6.17%
5.	Vanguard Index Fds - LARGE CAP ETF		85,097	$25,431,209	5.78%