Instuitional Investor - Fiduciary Wealth Partners, Llc
Fund Profile
Filing Period:
| Fund Name: | Fiduciary Wealth Partners, Llc |
| Portfolio Value | $152,795,003 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard S&P 500 Etf - ETF | 81,990 | $48,993,126 | 32.06% | |
| 2. | Vanguard Ftse Developed Markets Etf - ETF | 545,488 | $34,954,855 | 22.88% | |
| 3. | Vanguard Small Cap Etf - ETF | 52,967 | $13,873,170 | 9.08% | |
| 4. | Vanguard Mid Cap Etf - ETF | 22,051 | $6,332,675 | 4.14% | |
| 5. | AAPL | 17,525 | $4,447,703 | 2.91% |