Instuitional Investor - Atlantic Private Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Atlantic Private Wealth, Llc |
| Portfolio Value | $152,978,609 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SPY | 66,125 | $43,003,618 | 28.11% | |
| 2. | Vanguard Idx Fund - ETF | 51,724 | $16,593,644 | 10.85% | |
| 3. | Vanguard Total (International Stock Index Fund) - ETF | 98,622 | $7,604,760 | 4.97% | |
| 4. | LDRH | 231,170 | $5,924,885 | 3.87% | |
| 5. | Vanguard Extended (Markets Index Fund) - ETF | 28,135 | $5,790,198 | 3.78% |