Instuitional Investor - Curry Webb Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Curry Webb Wealth Management Llc |
| Portfolio Value | $211,622,757 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 53,507 | $34,951,379 | 16.52% | |
| 2. | Vanguard Admiral Fds Inc | 46,455 | $18,939,200 | 8.95% | |
| 3. | Invesco Exch Trd Slf Idx Fd | 276,426 | $16,618,718 | 7.85% | |
| 4. | Victory Portfolios Ii | 391,553 | $15,458,511 | 7.3% | |
| 5. | Invesco Actively Managed Exc - ULTRA SHRT DUR | 221,496 | $11,101,398 | 5.25% |