Instuitional Investor - Fiduciary Wealth Partners, Llc
Fund Profile
Filing Period:
| Fund Name: | Fiduciary Wealth Partners, Llc |
| Portfolio Value | $106,167,021 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard S&P 500 Etf - ETF | 53,858 | $30,593,220 | 28.82% | |
| 2. | Vanguard Mid Cap Etf - ETF | 35,633 | $9,971,196 | 9.39% | |
| 3. | BND | 128,640 | $9,949,011 | 9.37% | |
| 4. | Vanguard Ftse Developed Markets Etf - ETF | 172,224 | $9,818,516 | 9.25% | |
| 5. | Vanguard Small Cap Etf - ETF | 21,566 | $5,110,609 | 4.81% |
