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Home > Institutional Investor > Intergy Private Wealth, Llc > Profile

Instuitional Investor - Intergy Private Wealth, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Intergy Private Wealth, Llc
Portfolio Value	$319,681,954

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Invesco Qqq Tr		115,859	$69,552,643	21.76%
2.	Schwab Strategic Trust	FNDF	1,022,613	$27,918,174	8.73%
3.	Vanguard Tax-Managed Fds		375,803	$22,517,308	7.04%
4.	Schwab Strategic Trust	FNDF	640,920	$14,919,604	4.67%
5.	Vanguard Index Fds - LARGE CAP ETF		45,453	$13,993,167	4.38%