Instuitional Investor - Bay Harbor Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Bay Harbor Wealth Management, Llc |
| Portfolio Value | $316,222,937 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Core Total Usd Bond Market Etf | 553,439 | $25,502,459 | 8.06% | |
| 2. | IEF | 42,263 | $23,747,381 | 7.51% | |
| 3. | Dimensional Etf Trust | 602,733 | $23,169,066 | 7.33% | |
| 4. | Vanguard Ftse Developed Markets Etf | 378,138 | $19,220,754 | 6.08% | |
| 5. | Vanguard Growth Etf | 47,676 | $17,679,214 | 5.59% |
