Instuitional Investor - Hb Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Hb Wealth Management, Llc |
| Portfolio Value | $14,768,341,062 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 8,551,906 | $2,680,740,261 | 18.15% | |
| 2. | Vanguard Specialized Funds - DIV APP ETF | 5,511,314 | $1,177,196,194 | 7.97% | |
| 3. | Vanguard Star Fds | 7,209,032 | $526,701,548 | 3.57% | |
| 4. | American Centy Etf Tr - US EQT ETF | 4,762,043 | $517,633,870 | 3.51% | |
| 5. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 10,425,820 | $495,747,808 | 3.36% |