Instuitional Investor - Levy Wealth Management Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Levy Wealth Management Group, Llc |
| Portfolio Value | $356,419,771 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 274,536 | $65,125,385 | 18.27% | |
| 2. | BND | 716,959 | $55,220,149 | 15.49% | |
| 3. | Vanguard Specialized Funds | 234,290 | $39,923,013 | 11.2% | |
| 4. | Invesco Exch Traded Fd Tr Ii | 174,641 | $29,433,898 | 8.25% | |
| 5. | J P Morgan Exchange Traded F | 548,704 | $26,260,980 | 7.36% |
