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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	$371,782,328

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	IEF	76,357	$49,877,293	13.42%
2.	Ishares Trust	IEF	347,987	$34,544,670	9.29%
3.	Microsoft Corp	MSFT	37,543	$13,897,294	3.74%
4.	Apple Inc.	AAPL	50,843	$12,903,563	3.47%
5.	Alphabet Inc.	GOOGL	43,297	$12,450,486	3.35%