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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	$384,392,412

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Index Fds - LARGE CAP ETF		181,619	$62,460,493	16.25%
2.	Schwab Strategic Trust	SCHD	1,226,246	$35,512,081	9.24%
3.	Dimensional Etf Trust	DFAC	334,724	$18,413,142	4.79%
4.	Invesco Exchange Traded Fd T - S&P500 EQL WGT		69,798	$14,850,880	3.86%
5.	Schwab Strategic Trust	SCHD	323,518	$10,258,759	2.67%