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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	$281,483,835

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Index Fds - LARGE CAP ETF		238,093	$67,927,863	24.13%
2.	Schwab Strategic Trust	FNDF	1,261,049	$30,050,801	10.68%
3.	Dimensional Etf Trust		421,448	$17,818,815	6.33%
4.	Schwab Strategic Trust	FNDF	361,853	$9,589,104	3.41%
5.	Spdr Series Trust		165,137	$8,643,255	3.07%