Companies 0 See All

Hedge Funds 0 See All

Insiders 0 See All

Institutional Investors 0 See All

Click here to see all results for

Home > Institutional Investor > Lee Financial Corp > Profile

Instuitional Investor - Lee Financial Corp

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Lee Financial Corp
Portfolio Value	$783,115,042

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	IEF	268,900	$201,376,311	25.71%
2.	Ishares Trust	IEF	1,336,250	$103,038,257	13.16%
3.	Schwab Strategic Trust	SCHD	2,177,038	$67,705,870	8.65%
4.	Ishares Trust	IEF	354,953	$48,816,642	6.23%
5.	Berkshire Hathaway Inc	BRK-B	65,559	$32,805,096	4.19%