Instuitional Investor - Jhp Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Jhp Wealth Management, Llc |
| Portfolio Value | $122,102,417 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 45,091 | $33,768,343 | 27.66% | |
| 2. | Vanguard Index Fds - S&P 500 ETF SHS | 33,257 | $22,840,995 | 18.71% | |
| 3. | SCHD | 331,675 | $17,499,155 | 14.33% | |
| 4. | Vanguard Tax-Managed Fds | 130,399 | $9,290,920 | 7.61% | |
| 5. | Invesco Exchange Traded Fd T - S&P500 QUALITY | 63,045 | $5,680,377 | 4.65% |
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