Instuitional Investor - Exencial Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Exencial Wealth Advisors, Llc
Portfolio Value $2,455,721,257
Filing Period:
No. Security Ticker Shares Value % Port
1. AAPL 550,634 $106,013,614 4.31%
2. MSFT 223,630 $84,093,934 3.42%
3.
Vanguard Index Fds
503,279 $75,240,280 3.06%
4.
Vanguard Index Fds
341,425 $61,446,195 2.5%
5. AMZN 288,031 $43,763,411 1.78%