Instuitional Investor - Family Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Family Wealth Partners, Llc
Portfolio Value $266,793,332
Filing Period:
No. Security Ticker Shares Value % Port
1. IEF 273,916 $39,895,919 14.95%
2. LPLA 105,644 $35,146,682 13.17%
3.
Vanguard Scottsdale Funds
256,694 $15,409,327 5.78%
4.
American Centy Etf Tr
122,553 $10,910,924 4.09%
5.
Vanguard Index Fds - SM CP VAL ETF
49,445 $10,319,654 3.87%