Instuitional Investor - Core Wealth Advisors, Inc.
Fund Profile
Filing Period:
| Fund Name: | Core Wealth Advisors, Inc. |
| Portfolio Value | $383,500,008 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 185,431 | $124,109,091 | 32.36% | |
| 2. | Vanguard Index Fds - S&P 500 ETF SHS | 39,844 | $24,399,622 | 6.36% | |
| 3. | Capital Group Dividend Value | 516,194 | $21,695,632 | 5.66% | |
| 4. | Spdr Series Trust | 275,420 | $21,576,407 | 5.63% | |
| 5. | Invesco Exchange Traded Fd T - S&P 500 TOP 50 | 368,257 | $21,182,123 | 5.52% |