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Home > Institutional Investor > Crossgen Wealth, Llc > Profile

Instuitional Investor - Crossgen Wealth, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Crossgen Wealth, Llc
Portfolio Value	$128,733,843

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	IEF	19,739	$14,782,666	11.48%
2.	Ishares Trust	HYG	64,385	$6,218,280	4.83%
3.	Apple Inc.	AAPL	20,683	$5,984,953	4.65%
4.	Broadcom Inc.	AVGO	14,442	$5,455,419	4.24%
5.	Valero Energy Corp	VLO	19,854	$5,170,860	4.02%