Instuitional Investor - Equity Wealth Partners, Llc
Fund Profile
Filing Period:
| Fund Name: | Equity Wealth Partners, Llc |
| Portfolio Value | $154,705,830 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - MID CAP ETF | 60,706 | $17,433,610 | 11.27% | |
| 2. | Ishares Tr - RUS TP200 GR ETF | 59,794 | $14,879,234 | 9.62% | |
| 3. | SCHD | 454,730 | $12,664,232 | 8.19% | |
| 4. | SPY | 15,626 | $10,162,229 | 6.57% | |
| 5. | American Centy Etf Tr - INTL EQT ETF | 112,091 | $9,509,787 | 6.15% |
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