Instuitional Investor - Exencial Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Exencial Wealth Advisors, Llc |
| Portfolio Value | $3,217,468,970 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | AAPL | 456,827 | $115,938,097 | 3.6% | |
| 2. | Dimensional Etf Trust | 2,797,372 | $98,019,900 | 3.05% | |
| 3. | Invesco Exchange Traded Fd T - S&P500 EQL WGT | 415,109 | $79,667,694 | 2.48% | |
| 4. | MSFT | 203,640 | $75,381,308 | 2.34% | |
| 5. | Vanguard Index Fds - VALUE ETF | 343,665 | $67,427,145 | 2.1% |
Hedge Fund Resource Center 
