Instuitional Investor - Core Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Core Wealth Advisors, Llc |
| Portfolio Value | $130,060,158 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 341,844 | $16,094,031 | 12.37% | |
| 2. | IEF | 21,468 | $14,023,112 | 10.78% | |
| 3. | Vanguard Index Fds - VALUE ETF | 49,483 | $9,708,565 | 7.46% | |
| 4. | Blackrock Etf Trust | 148,332 | $8,629,956 | 6.64% | |
| 5. | IEF | 70,284 | $7,949,823 | 6.11% |