Instuitional Investor - Leclair Wealth Partners Llc
Fund Profile
Filing Period:
| Fund Name: | Leclair Wealth Partners Llc |
| Portfolio Value | $168,738,039 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Pgim Etf Tr - PGIM ULTRA SH BD | 684,685 | $33,891,929 | 11.71% | |
| 2. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 453,035 | $21,328,873 | 7.37% | |
| 3. | Victory Portfolios Ii | 438,763 | $20,629,338 | 7.13% | |
| 4. | Invesco Exchange Traded Fd T - S&P MDCP QUALITY | 194,843 | $20,140,899 | 6.96% | |
| 5. | Spdr Series Trust | 241,897 | $18,514,833 | 6.4% |
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