Instuitional Investor - Ivc Wealth Advisors Llc
Fund Profile
Filing Period:
| Fund Name: | Ivc Wealth Advisors Llc |
| Portfolio Value | $205,102,077 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 46,625 | $20,440,374 | 9.97% | |
| 2. | AAPL | 59,834 | $12,276,133 | 5.99% | |
| 3. | Putnam Etf Trust | 270,420 | $10,878,997 | 5.3% | |
| 4. | J P Morgan Exchange Traded F | 187,376 | $10,652,338 | 5.19% | |
| 5. | Ishares Tr - USD INV GRDE ETF | 136,590 | $7,026,193 | 3.43% |
