Instuitional Investor - Integrated Wealthcare, Llc
Fund Profile
Filing Period:
| Fund Name: | Integrated Wealthcare, Llc |
| Portfolio Value | $118,929,554 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 47,626 | $23,234,820 | 19.54% | |
| 2. | Vanguard Tax-Managed Fds | 257,622 | $16,093,646 | 13.53% | |
| 3. | Hartford Fds Exchange Traded | 253,825 | $9,927,096 | 8.35% | |
| 4. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 194,620 | $8,960,305 | 7.53% | |
| 5. | American Centy Etf Tr | 99,459 | $7,660,332 | 6.44% |