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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	$169,777,268

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	IEF	74,563	$49,909,954	29.4%
2.	J P Morgan Exchange Traded F - CORE PLUS BD ETF		286,540	$13,625,236	8.03%
3.	J P Morgan Exchange Traded F - INCOME ETF		165,945	$7,701,659	4.54%
4.	Apple Inc.	AAPL	24,924	$6,346,850	3.74%
5.	Vanguard Bond Index Funds	BND	52,899	$3,934,052	2.32%