Instuitional Investor - Curry Webb Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Curry Webb Wealth Management Llc |
| Portfolio Value | $241,472,887 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 54,448 | $40,775,578 | 16.89% | |
| 2. | Vanguard Admiral Fds Inc | 283,598 | $23,430,899 | 9.7% | |
| 3. | Invesco Exch Trd Slf Idx Fd | 305,807 | $20,959,990 | 8.68% | |
| 4. | Victory Portfolios Ii - SHS FR CA FL ETF | 411,381 | $18,820,700 | 7.79% | |
| 5. | Invesco Actively Managed Exc - ULTRA SHRT DUR | 226,685 | $11,368,238 | 4.71% |
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