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Home > Institutional Investor > Accretive Wealth Partners, Llc > Profile

Instuitional Investor - Accretive Wealth Partners, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Accretive Wealth Partners, Llc
Portfolio Value	$327,773,165

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	IEF	41,467	$19,423,420	5.93%
2.	Ishares Trust	IEF	258,719	$16,884,014	5.15%
3.	Vanguard Specialized Funds - DIV APP ETF		74,325	$16,038,641	4.89%
4.	Apple Inc.	AAPL	61,492	$15,657,807	4.78%
5.	Vanguard Whitehall Funds		87,649	$12,354,094	3.77%