Instuitional Investor - Hb Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Hb Wealth Management, Llc |
| Portfolio Value | $15,450,135,064 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 8,726,405 | $2,662,748,406 | 17.23% | |
| 2. | Vanguard Specialized Funds - DIV APP ETF | 5,763,602 | $1,226,578,691 | 7.94% | |
| 3. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 14,422,179 | $676,222,612 | 4.38% | |
| 4. | American Centy Etf Tr - US EQT ETF | 5,744,706 | $638,691,913 | 4.13% | |
| 5. | Vanguard Star Fds | 8,063,098 | $618,262,257 | 4% |