Instuitional Investor - Core Wealth Advisors, Inc.
Fund Profile
Filing Period:
Fund Name: | Core Wealth Advisors, Inc. |
Portfolio Value | $347,939,024 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | IEF | 183,719 | $114,071,202 | 32.78% | |
2. | Vanguard Index Fds - S&P 500 ETF SHS | 39,868 | $22,646,228 | 6.51% | |
3. | Spdr Series Trust | 273,260 | $19,863,272 | 5.71% | |
4. | Invesco Exchange Traded Fd T - S&P 500 TOP 50 | 361,470 | $18,832,591 | 5.41% | |
5. | Ishares Tr - CORE MSCI EAFE | 206,376 | $17,228,245 | 4.95% |