Instuitional Investor - Hb Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Hb Wealth Management, Llc |
| Portfolio Value | $15,461,426,859 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 8,648,161 | $2,760,339,855 | 17.85% | |
| 2. | Vanguard Specialized Funds - DIV APP ETF | 5,705,891 | $1,241,057,987 | 8.03% | |
| 3. | American Centy Etf Tr - US EQT ETF | 5,248,830 | $586,714,268 | 3.79% | |
| 4. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 12,380,010 | $586,193,475 | 3.79% | |
| 5. | Vanguard Star Fds | 7,608,929 | $570,764,920 | 3.69% |