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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	$355,824,974

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	IEF	43,487	$18,542,850	5.21%
2.	Ishares Trust	IEF	269,300	$18,185,829	5.11%
3.	Vanguard Specialized Funds - DIV APP ETF		76,443	$16,439,879	4.62%
4.	Apple Inc.	AAPL	62,857	$15,952,368	4.48%
5.	Vanguard Whitehall Funds		96,476	$14,288,026	4.02%