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Home > Institutional Investor > Instrumental Wealth, Llc > Profile

Instuitional Investor - Instrumental Wealth, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Instrumental Wealth, Llc
Portfolio Value	$142,564,181

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	IEF	316,269	$20,408,850	14.32%
2.	Ishares Trust	IEF	147,298	$18,323,817	12.85%
3.	Ishares Trust	IEF	66,287	$13,809,566	9.69%
4.	Ishares Tr		385,717	$10,125,058	7.1%
5.	Ishares Trust	IEF	14,723	$10,059,476	7.06%