Instuitional Investor - Ivc Wealth Advisors Llc
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% |