Instuitional Investor - Icon Wealth Advisors, Llc
Fund Profile
Filing Period:
Fund Name: | Icon Wealth Advisors, Llc |
Portfolio Value | $1,215,623,119 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | IEF | 184,466 | $103,651,329 | 8.53% | |
2. | ACN | 180,828 | $56,425,446 | 4.64% | |
3. | Ishares Core Total Usd Bond Market Etf - ETF | 1,170,788 | $53,949,928 | 4.44% | |
4. | Ishares Msci Usa Quality Factor Etf - ETF | 237,406 | $40,570,230 | 3.34% | |
5. | IEF | 423,915 | $39,352,042 | 3.24% |