Instuitional Investor - Eagle Wealth Strategies Llc
Fund Profile
Filing Period:
| Fund Name: | Eagle Wealth Strategies Llc |
| Portfolio Value | $261,727,183 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 87,307 | $59,963,139 | 22.91% | |
| 2. | American Centy Etf Tr | 259,185 | $32,335,869 | 12.35% | |
| 3. | Franklin Templeton Etf Tr | 471,779 | $27,308,906 | 10.43% | |
| 4. | DFAC | 483,697 | $20,637,968 | 7.89% | |
| 5. | Wisdomtree Tr | 198,832 | $19,012,295 | 7.26% |