Instuitional Investor - Beacon Bridge Wealth Partners, Llc
Fund Profile
Filing Period:
Fund Name: | Beacon Bridge Wealth Partners, Llc |
Portfolio Value | $234,369,482 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | SPY | 29,900 | $16,725,548 | 7.14% | |
2. | Ishares Tr - MSCI USA QLT FCT | 92,295 | $15,772,241 | 6.73% | |
3. | Vanguard Index Fds - GROWTH ETF | 33,842 | $12,549,381 | 5.35% | |
4. | Vanguard Index Fds - VALUE ETF | 64,788 | $11,191,470 | 4.78% | |
5. | Ishares Tr - NATIONAL MUN ETF | 97,442 | $10,274,305 | 4.38% |