Instuitional Investor - Hbe Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Hbe Wealth Management, Llc |
| Portfolio Value | $106,297,223 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ea Series Trust | 576,334 | $13,428,589 | 12.63% | |
| 2. | IEF | 75,391 | $11,209,928 | 10.55% | |
| 3. | Vanguard Scottsdale Funds | 184,961 | $11,084,691 | 10.43% | |
| 4. | Dimensional Etf Trust | 184,116 | $8,828,377 | 8.31% | |
| 5. | Vanguard Malvern Fds | 169,652 | $8,390,995 | 7.89% |