Instuitional Investor - Iron Horse Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Iron Horse Wealth Management, Llc |
| Portfolio Value | $311,523,301 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Whitehall Funds | 262,767 | $33,886,395 | 10.88% | |
| 2. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 653,962 | $33,110,096 | 10.63% | |
| 3. | Vanguard Admiral Fds Inc | 84,434 | $28,241,595 | 9.07% | |
| 4. | SPY | 36,791 | $20,580,598 | 6.61% | |
| 5. | Vanguard Tax-Managed Fds | 400,163 | $20,340,299 | 6.53% |
