Instuitional Investor - Atlantic Private Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Atlantic Private Wealth, Llc |
| Portfolio Value | $163,159,254 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SPY | 65,419 | $48,853,054 | 29.94% | |
| 2. | Vanguard Idx Fund - ETF | 49,664 | $18,377,528 | 11.26% | |
| 3. | Vanguard Total (International Stock Index Fund) - ETF | 100,331 | $8,577,305 | 5.26% | |
| 4. | Vanguard Extended (Markets Index Fund) - ETF | 28,524 | $7,022,912 | 4.3% | |
| 5. | Ishares Ibonds Dec 2032 Term Treasury Etf - ETF | 293,989 | $6,672,071 | 4.09% |
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