Instuitional Investor - Bay Harbor Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Bay Harbor Wealth Management, Llc |
| Portfolio Value | $344,819,907 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 625,611 | $26,500,872 | 7.69% | |
| 2. | Ishares Core Total Usd Bond Market Etf | 514,161 | $23,769,668 | 6.89% | |
| 3. | Vanguard Ftse Developed Markets Etf | 370,452 | $21,119,468 | 6.12% | |
| 4. | Vanguard Growth Etf | 47,513 | $20,853,664 | 6.05% | |
| 5. | Vanguard Value Etf | 84,778 | $15,065,338 | 4.37% |
