Instuitional Investor - Ma Private Wealth
Fund Profile
Filing Period:
| Fund Name: | Ma Private Wealth |
| Portfolio Value | $469,361,916 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 191,570 | $83,677,804 | 17.82% | |
| 2. | BND | 941,616 | $69,255,829 | 14.75% | |
| 3. | Ishares Tr | 272,596 | $40,109,789 | 8.54% | |
| 4. | Vanguard Scottsdale Funds | 523,207 | $24,255,862 | 5.16% | |
| 5. | Ishares Tr | 452,320 | $23,565,872 | 5.02% |
