Instuitional Investor - Hb Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Hb Wealth Management, Llc |
| Portfolio Value | $12,581,501,860 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 7,767,509 | $2,360,777,033 | 18.76% | |
| 2. | Vanguard Specialized Funds - DIV APP ETF | 5,215,607 | $1,067,476,969 | 8.48% | |
| 3. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 8,888,716 | $450,480,124 | 3.58% | |
| 4. | Vanguard Star Fds | 6,418,158 | $443,430,154 | 3.52% | |
| 5. | Spdr Series Trust | 4,366,773 | $416,238,197 | 3.31% |
