Instuitional Investor - Long Run Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Long Run Wealth Advisors, Llc |
| Portfolio Value | $476,735,147 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr - USD INV GRDE ETF | 1,068,899 | $54,984,154 | 11.53% | |
| 2. | First Tr Exchange-Traded Fd | 2,023,612 | $42,617,269 | 8.94% | |
| 3. | Ishares Tr - CORE MSCI EAFE | 342,690 | $28,607,761 | 6% | |
| 4. | XLB | 111,131 | $28,141,602 | 5.9% | |
| 5. | Vanguard Whitehall Funds | 146,822 | $19,572,800 | 4.11% |
