Instuitional Investor - Icon Wealth Advisors, Llc
Fund Profile
Filing Period:
Fund Name: | Icon Wealth Advisors, Llc |
Portfolio Value | $1,404,458,662 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | IEF | 143,323 | $88,989,465 | 6.34% | |
2. | ACN | 184,152 | $55,041,322 | 3.92% | |
3. | Ishares Core Total Usd Bond Market Etf - ETF | 1,148,897 | $53,113,527 | 3.78% | |
4. | Ishares Msci Usa Quality Factor Etf - ETF | 262,416 | $47,974,835 | 3.42% | |
5. | MSFT | 94,709 | $47,109,291 | 3.35% |