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Home > Institutional Investor > Flatrock Wealth Partners Llc > Profile

Instuitional Investor - Flatrock Wealth Partners Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Flatrock Wealth Partners Llc
Portfolio Value	$222,267,047

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Apple Inc.	AAPL	58,234	$14,779,252	6.65%
2.	Spdr S & P 500 Etf Trust	SPY	21,666	$14,129,462	6.36%
3.	Schwab Strategic Trust	SCHD	269,908	$13,206,596	5.94%
4.	Pimco Etf Trust		221,951	$10,959,810	4.93%
5.	Caretrust Reit Inc.	CTRE	276,651	$10,247,223	4.61%