Companies 0 See All

Hedge Funds 0 See All

Insiders 0 See All

Institutional Investors 0 See All

Click here to see all results for

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	$304,991,496

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	IEF	39,084	$16,594,385	5.44%
2.	Ishares Trust	IEF	252,664	$15,670,233	5.14%
3.	Vanguard Specialized Funds - DIV APP ETF		71,396	$14,612,582	4.79%
4.	Apple Inc.	AAPL	61,954	$12,711,182	4.17%
5.	Vanguard Whitehall Funds		82,652	$11,018,285	3.61%