Instuitional Investor - Icon Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Icon Wealth Advisors, Llc |
| Portfolio Value | $960,510,448 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 280,406 | $133,930,147 | 13.94% | |
| 2. | ACN | 190,609 | $66,886,670 | 6.96% | |
| 3. | Ishares Core Total Usd Bond Market Etf | 750,297 | $34,566,204 | 3.59% | |
| 4. | Ishares Msci Eafe Value Etf | 534,822 | $27,864,242 | 2.9% | |
| 5. | Ishares National Muni Bond Etf | 246,862 | $26,762,354 | 2.78% |
