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Home > Institutional Investor > Hillcrest Wealth Advisors - Ny, Llc > Profile

Instuitional Investor - Hillcrest Wealth Advisors - Ny, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Hillcrest Wealth Advisors - Ny, Llc
Portfolio Value	$212,696,044

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Index Fds - S&P 500 ETF SHS		94,121	$53,463,647	25.14%
2.	Ishares Trust	IEF	82,272	$17,753,475	8.35%
3.	Vanguard Tax-Managed Fds		254,083	$14,485,272	6.81%
4.	Vanguard Intl Equity Index Funds	VWO	199,429	$13,405,617	6.3%
5.	Spdr S & P 500 Etf Trust	SPY	18,793	$11,611,255	5.46%