Instuitional Investor - Beacon Bridge Wealth Partners, Llc
13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | SPY | 28,014 | $17,308,276 | 6.87% | |
2. | Ishares Tr - MSCI USA QLT FCT | 94,627 | $17,299,776 | 6.87% | |
3. | Vanguard Index Fds - GROWTH ETF | 30,332 | $13,297,656 | 5.28% | |
4. | Vanguard Index Fds - VALUE ETF | 68,608 | $12,125,768 | 4.81% | |
5. | Ishares Tr - NATIONAL MUN ETF | 115,600 | $12,077,848 | 4.79% |