Instuitional Investor - Atlantic Private Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Atlantic Private Wealth, Llc |
| Portfolio Value | $149,223,047 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SPY | 71,325 | $44,067,979 | 29.53% | |
| 2. | Vanguard Idx Fund - ETF | 58,464 | $17,768,881 | 11.91% | |
| 3. | Vanguard Total (International Stock Index Fund) - ETF | 100,458 | $6,940,649 | 4.65% | |
| 4. | Ishares Tr 0-3 Mnth (Treasry) - ETF | 63,440 | $6,387,801 | 4.28% | |
| 5. | Vanguard Extended (Markets Index Fund) - ETF | 27,990 | $5,393,864 | 3.61% |
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