Instuitional Investor - Gentry Private Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Gentry Private Wealth, Llc |
| Portfolio Value | $130,830,252 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 88,459 | $50,247,366 | 38.41% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 26,197 | $11,484,765 | 8.78% | |
| 3. | Spdr Series Trust | 194,182 | $6,520,632 | 4.98% | |
| 4. | First Tr Exchange-Traded Fd | 58,200 | $3,484,434 | 2.66% | |
| 5. | Ishares Tr - CORE MSCI EAFE | 33,502 | $2,796,747 | 2.14% |
