Instuitional Investor - Iron Horse Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Iron Horse Wealth Management, Llc |
| Portfolio Value | $338,998,420 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Whitehall Funds | 268,260 | $35,761,676 | 10.55% | |
| 2. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 690,854 | $35,012,482 | 10.33% | |
| 3. | Vanguard Admiral Fds Inc | 85,811 | $34,027,649 | 10.04% | |
| 4. | Vanguard Tax-Managed Fds | 405,739 | $23,131,190 | 6.82% | |
| 5. | SPY | 37,393 | $23,103,053 | 6.82% |
