Instuitional Investor - Integrity Wealth Solutions Llc
Fund Profile
Filing Period:
| Fund Name: | Integrity Wealth Solutions Llc |
| Portfolio Value | $270,630,406 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Tax-Managed Fds | 243,750 | $17,367,177 | 6.42% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 180,238 | $15,525,739 | 5.74% | |
| 3. | Vanguard Index Fds - VALUE ETF | 61,483 | $13,399,049 | 4.95% | |
| 4. | American Centy Etf Tr | 85,116 | $10,619,111 | 3.92% | |
| 5. | KRE | 79,642 | $9,487,752 | 3.51% |
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