Instuitional Investor - Integrated Wealthcare, Llc
Fund Profile
Filing Period:
| Fund Name: | Integrated Wealthcare, Llc |
| Portfolio Value | $119,523,379 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 49,497 | $21,619,795 | 18.09% | |
| 2. | Vanguard Tax-Managed Fds | 268,455 | $17,202,596 | 14.39% | |
| 3. | Hartford Fds Exchange Traded | 251,068 | $9,726,374 | 8.14% | |
| 4. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 194,130 | $8,856,211 | 7.41% | |
| 5. | American Centy Etf Tr | 102,417 | $8,252,762 | 6.9% |
Hedge Fund Resource Center 
