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Home > Institutional Investor > Acumen Wealth Advisors, Llc > Profile

Instuitional Investor - Acumen Wealth Advisors, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Acumen Wealth Advisors, Llc
Portfolio Value	$347,186,294

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	IEF	72,402	$49,591,105	14.28%
2.	Ishares Trust	IEF	342,659	$34,224,781	9.86%
3.	Microsoft Corp	MSFT	33,339	$16,123,408	4.64%
4.	Alphabet Inc.	GOOGL	42,575	$13,325,975	3.84%
5.	Berkshire Hathaway Inc	BRK.A	25,621	$12,878,396	3.71%