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Home > Institutional Investor > Bankplus Wealth Management Llc > Profile

Instuitional Investor - Bankplus Wealth Management Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Bankplus Wealth Management Llc
Portfolio Value	$150,713,197

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	IEF	73,049	$45,355,519	30.09%
2.	J P Morgan Exchange Traded F - CORE PLUS BD ETF		266,810	$12,556,182	8.33%
3.	J P Morgan Exchange Traded F - INCOME ETF		153,576	$7,113,559	4.72%
4.	Apple Inc.	AAPL	23,523	$4,826,304	3.2%
5.	Microsoft Corp	MSFT	7,358	$3,660,877	2.43%