Instuitional Investor - Connecticut Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Connecticut Wealth Management, Llc |
| Portfolio Value | $2,100,125,302 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr - MSCI USA QLT FCT | 1,060,764 | $193,928,960 | 9.23% | |
| 2. | Spdr Series Trust | 1,723,602 | $164,293,746 | 7.82% | |
| 3. | Spdr Series Trust | 3,051,332 | $159,706,706 | 7.6% | |
| 4. | Ishares Tr - CORE MSCI EAFE | 1,911,629 | $159,582,810 | 7.6% | |
| 5. | IEF | 2,135,947 | $132,471,453 | 6.31% |
