Instuitional Investor - Bankplus Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Bankplus Wealth Management Llc |
| Portfolio Value | $222,215,345 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 82,143 | $61,535,613 | 27.69% | |
| 2. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 371,116 | $17,420,297 | 7.84% | |
| 3. | J P Morgan Exchange Traded F - INCOME ETF | 205,578 | $9,466,918 | 4.26% | |
| 4. | Vanguard Malvern Fds - CORE BD ETF | 104,339 | $8,058,342 | 3.63% | |
| 5. | AAPL | 23,495 | $6,799,106 | 3.06% |
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