Instuitional Investor - Hb Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Hb Wealth Management, Llc |
| Portfolio Value | $11,944,634,944 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 8,458,435 | $2,224,715,630 | 18.63% | |
| 2. | Vanguard Specialized Funds - DIV APP ETF | 5,349,243 | $1,027,304,782 | 8.6% | |
| 3. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 8,545,925 | $430,322,683 | 3.6% | |
| 4. | Spdr Series Trust | 4,788,489 | $371,690,681 | 3.11% | |
| 5. | Vanguard Star Fds | 5,900,252 | $364,360,365 | 3.05% |
