Instuitional Investor - Atlantic Private Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Atlantic Private Wealth, Llc |
| Portfolio Value | $154,823,625 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SPY | 70,133 | $46,720,894 | 30.18% | |
| 2. | Vanguard Idx Fund - ETF | 54,817 | $17,989,207 | 11.62% | |
| 3. | Vanguard Total (International Stock Index Fund) - ETF | 104,016 | $7,641,029 | 4.94% | |
| 4. | Ishares Tr 0-3 Mnth (Treasry) - ETF | 68,891 | $6,937,371 | 4.48% | |
| 5. | Vanguard Extended (Markets Index Fund) - ETF | 28,524 | $5,971,200 | 3.86% |
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