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Home > Institutional Investor > Juncture Wealth Strategies, Llc > Profile

Instuitional Investor - Juncture Wealth Strategies, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Juncture Wealth Strategies, Llc
Portfolio Value	$298,483,072

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Index Fds - LARGE CAP ETF		237,975	$73,263,040	24.55%
2.	Schwab Strategic Trust	FNDF	1,273,141	$32,732,450	10.97%
3.	Dimensional Etf Trust		391,554	$17,498,546	5.86%
4.	Schwab Strategic Trust	FNDF	365,559	$9,979,768	3.34%
5.	Spdr Series Trust		151,695	$8,393,281	2.81%