Instuitional Investor - Connecticut Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Connecticut Wealth Management, Llc |
| Portfolio Value | $1,909,905,091 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr - MSCI USA QLT FCT | 1,100,109 | $187,997,681 | 9.84% | |
| 2. | Spdr Series Trust | 2,738,188 | $139,839,237 | 7.32% | |
| 3. | Ishares Tr - CORE MSCI EAFE | 1,774,441 | $134,236,432 | 7.03% | |
| 4. | IEF | 2,240,575 | $130,737,547 | 6.85% | |
| 5. | Spdr Series Trust | 1,571,909 | $126,334,344 | 6.61% |
