Instuitional Investor - Eagle Wealth Strategies Llc
Fund Profile
Filing Period:
Fund Name: | Eagle Wealth Strategies Llc |
Portfolio Value | $178,772,014 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds - S&P 500 ETF SHS | 65,569 | $37,245,239 | 20.83% | |
2. | American Centy Etf Tr | 276,263 | $25,167,592 | 14.08% | |
3. | Wisdomtree Tr | 182,625 | $15,293,027 | 8.55% | |
4. | Dimensional Etf Trust | 470,016 | $14,095,778 | 7.88% | |
5. | Franklin Templeton Etf Tr | 192,333 | $10,445,599 | 5.84% |