Instuitional Investor - Jhp Wealth Management, Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 44,900 | $29,329,011 | 28.04% | |
| 2. | Vanguard Index Fds - S&P 500 ETF SHS | 34,292 | $20,491,130 | 19.59% | |
| 3. | SCHD | 324,274 | $15,866,742 | 15.17% | |
| 4. | Vanguard Tax-Managed Fds | 122,957 | $7,879,104 | 7.53% | |
| 5. | Invesco Exchange Traded Fd T - S&P500 QUALITY | 60,378 | $4,539,798 | 4.34% |
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