Instuitional Investor - Milestone Advisory Partners
Fund Profile
Filing Period:
| Fund Name: | Milestone Advisory Partners |
| Portfolio Value | $120,238,080 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | FNDF | 239,323 | $16,934,495 | 14.08% | |
| 2. | Vanguard Wellington Fd | 71,265 | $7,132,201 | 5.93% | |
| 3. | Vanguard World Fund | 37,822 | $6,908,945 | 5.74% | |
| 4. | Vanguard Index Fds | 23,998 | $6,534,895 | 5.43% | |
| 5. | First Tr Exchange-Traded Fd | 105,725 | $5,930,115 | 4.93% |
