Instuitional Investor - Long Run Wealth Advisors, Llc
Fund Profile
Filing Period:
Fund Name: | Long Run Wealth Advisors, Llc |
Portfolio Value | $509,495,009 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Ishares Tr - USD INV GRDE ETF | 1,167,286 | $60,955,674 | 11.96% | |
2. | First Tr Exchange-Traded Fd | 2,168,309 | $46,206,665 | 9.07% | |
3. | Ishares Tr - CORE MSCI EAFE | 353,334 | $30,849,620 | 6.05% | |
4. | XLB | 108,841 | $30,677,935 | 6.02% | |
5. | Vanguard Whitehall Funds | 151,667 | $21,377,474 | 4.2% |