Instuitional Investor - Bay Harbor Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Bay Harbor Wealth Management, Llc |
| Portfolio Value | $385,706,238 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 708,070 | $31,948,125 | 8.28% | |
| 2. | Ishares Core Total Usd Bond Market Etf | 460,907 | $21,289,294 | 5.52% | |
| 3. | Vanguard Growth Etf | 47,721 | $20,844,055 | 5.4% | |
| 4. | Vanguard Ftse Developed Markets Etf | 320,707 | $20,550,904 | 5.33% | |
| 5. | IEF | 30,278 | $19,777,679 | 5.13% |
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