Instuitional Investor - Eagle Wealth Strategies Llc
Fund Profile
Filing Period:
| Fund Name: | Eagle Wealth Strategies Llc |
| Portfolio Value | $200,978,056 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 65,576 | $40,157,412 | 19.98% | |
| 2. | American Centy Etf Tr | 274,705 | $27,341,409 | 13.6% | |
| 3. | Franklin Templeton Etf Tr | 390,301 | $22,032,474 | 10.96% | |
| 4. | Wisdomtree Tr | 200,702 | $17,854,491 | 8.88% | |
| 5. | Dimensional Etf Trust | 478,568 | $15,261,524 | 7.59% |