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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	$166,756,849

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	IEF	333,936	$24,066,774	14.43%
2.	Ishares Trust	VLUE	229,591	$22,598,618	13.55%
3.	Ishares Trust	IEF	184,715	$22,293,286	13.37%
4.	Ishares Trust	IEF	70,277	$15,597,238	9.35%
5.	Ishares Trust	IEF	18,111	$12,539,956	7.52%