Instuitional Investor - Beacon Pointe Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Beacon Pointe Wealth Advisors, Llc |
| Portfolio Value | $542,938,000 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 91,459 | $29,560,000 | 5.44% | |
| 2. | Vanguard Index Fds - S&P 500 ETF SHS | 76,792 | $22,717,000 | 4.18% | |
| 3. | Jp Morgan Exchange Traded Fd - ULTRA SHRT INC | 422,121 | $21,291,000 | 3.92% | |
| 4. | Pgim Etf Tr - ULTRA SHORT | 345,010 | $17,270,000 | 3.18% | |
| 5. | VLUE | 256,038 | $16,703,000 | 3.07% |