Instuitional Investor - Eagle Wealth Strategies Llc
Fund Profile
Filing Period:
| Fund Name: | Eagle Wealth Strategies Llc |
| Portfolio Value | $228,062,707 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 86,475 | $51,672,902 | 22.66% | |
| 2. | American Centy Etf Tr | 266,876 | $29,481,776 | 12.93% | |
| 3. | Franklin Templeton Etf Tr | 438,625 | $24,093,670 | 10.56% | |
| 4. | Wisdomtree Tr | 200,179 | $17,583,740 | 7.71% | |
| 5. | Dimensional Etf Trust | 488,464 | $17,477,225 | 7.66% |