Instuitional Investor - Core Wealth Advisors, Inc.
Fund Profile
Filing Period:
| Fund Name: | Core Wealth Advisors, Inc. |
| Portfolio Value | $314,332,285 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 183,451 | $103,081,146 | 32.79% | |
| 2. | Vanguard Index Fds - S&P 500 ETF SHS | 40,096 | $20,605,743 | 6.56% | |
| 3. | Spdr Series Trust | 274,156 | $18,028,504 | 5.74% | |
| 4. | Invesco Exchange Traded Fd T - S&P 500 TOP 50 | 376,472 | $17,325,260 | 5.51% | |
| 5. | Ishares Tr - CORE MSCI EAFE | 205,879 | $15,574,758 | 4.95% |
