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Home > Institutional Investor > Anchor Pointe Wealth Management, Llc > Profile

Instuitional Investor - Anchor Pointe Wealth Management, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Anchor Pointe Wealth Management, Llc
Portfolio Value	$76,897,893

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard World Fd		20,006	$6,936,288	9.02%
2.	Vanguard World Fd - MEGA CAP VAL ETF		38,502	$4,794,271	6.23%
3.	Procter & Gamble Co	PG	20,651	$3,450,577	4.49%
4.	Apple Inc.	AAPL	12,961	$3,268,759	4.25%
5.	Ishares Trust	IEF	5,159	$3,048,613	3.96%