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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	$193,540,533

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	IEF	81,004	$52,926,084	27.35%
2.	J P Morgan Exchange Traded F - CORE PLUS BD ETF		355,561	$16,740,105	8.65%
3.	J P Morgan Exchange Traded F - INCOME ETF		201,042	$9,262,097	4.79%
4.	Vanguard Bond Index Funds	BND	81,096	$5,972,543	3.09%
5.	Apple Inc.	AAPL	23,510	$5,967,325	3.08%