Instuitional Investor - Core Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Core Wealth Advisors, Llc |
| Portfolio Value | $126,946,641 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 324,557 | $15,367,765 | 12.11% | |
| 2. | IEF | 16,436 | $11,257,674 | 8.87% | |
| 3. | Vanguard Index Fds - VALUE ETF | 54,426 | $10,394,822 | 8.19% | |
| 4. | Blackrock Etf Trust | 170,761 | $10,383,976 | 8.18% | |
| 5. | Ishares Inc - CORE MSCI EMKT | 125,391 | $8,428,783 | 6.64% |