Instuitional Investor - Centricity Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Centricity Wealth Management, Llc |
| Portfolio Value | $125,130,752 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fdss&P 500 Etf Shs - ETF | 27,914 | $15,856,077 | 12.67% | |
| 2. | VLUE | 75,323 | $6,733,123 | 5.38% | |
| 3. | J P Morgan Exchange Traded Fultra Shrt Etf - ETF | 128,841 | $6,529,675 | 5.22% | |
| 4. | Ishares Tribds Dec28 Etf - ETF | 195,830 | $4,977,999 | 3.98% | |
| 5. | Ishares Tribonds 27 Etf - ETF | 203,151 | $4,930,475 | 3.94% |
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