Instuitional Investor - Integrated Wealthcare, Llc
Fund Profile
Filing Period:
| Fund Name: | Integrated Wealthcare, Llc |
| Portfolio Value | $133,852,566 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 297,818 | $25,654,043 | 19.17% | |
| 2. | Vanguard Tax-Managed Fds | 272,829 | $19,439,066 | 14.52% | |
| 3. | Hartford Fds Exchange Traded | 253,027 | $9,904,742 | 7.4% | |
| 4. | American Centy Etf Tr | 101,130 | $9,758,034 | 7.29% | |
| 5. | Vanguard Index Fds - VALUE ETF | 42,137 | $9,182,955 | 6.86% |