Instuitional Investor - Fiduciary Wealth Partners, Llc
Fund Profile
Filing Period:
| Fund Name: | Fiduciary Wealth Partners, Llc |
| Portfolio Value | $181,661,116 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard S&P 500 Etf - ETF | 79,623 | $54,685,672 | 30.1% | |
| 2. | Vanguard Ftse Developed Markets Etf - ETF | 532,351 | $37,930,042 | 20.88% | |
| 3. | Ishares 0-3 Month Treasury Bond Etf - ETF | 145,340 | $14,631,378 | 8.05% | |
| 4. | Vanguard Small Cap Etf - ETF | 44,238 | $13,409,522 | 7.38% | |
| 5. | AAPL | 17,725 | $5,128,944 | 2.82% |
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