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Home > Institutional Investor > Equity Wealth Partners, Llc > Profile

Instuitional Investor - Equity Wealth Partners, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Equity Wealth Partners, Llc
Portfolio Value	$278,225,535

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Index Fds - MID CAP ETF		388,640	$31,312,705	11.25%
2.	Ishares Tr - RUS TP200 GR ETF		64,297	$18,686,097	6.72%
3.	Vanguard Index Fds - SMALL CP ETF		61,430	$18,620,756	6.69%
4.	Schwab Strategic Trust	SCHD	483,474	$15,036,040	5.4%
5.	Spdr S & P 500 Etf Trust	SPY	14,920	$11,142,030	4%