Instuitional Investor - Hbe Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Hbe Wealth Management, Llc |
| Portfolio Value | $114,725,843 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ea Series Trust | 618,827 | $15,699,644 | 13.68% | |
| 2. | Vanguard Scottsdale Funds | 200,527 | $11,941,384 | 10.41% | |
| 3. | IEF | 78,576 | $11,191,573 | 9.76% | |
| 4. | Dimensional Etf Trust | 184,651 | $8,841,084 | 7.71% | |
| 5. | Vanguard Malvern Fds | 167,794 | $8,381,298 | 7.31% |