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Home > Institutional Investor > Montz Harcus Wealth Management Llc > Profile

Instuitional Investor - Montz Harcus Wealth Management Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Montz Harcus Wealth Management Llc
Portfolio Value	$246,714,453

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Spdr Series Trust		440,475	$35,334,865	14.32%
2.	Spdr S & P 500 Etf Trust	SPY	48,257	$32,907,564	13.34%
3.	Invesco Exchange Traded Fd T - RAFI US 1000 ETF		312,844	$14,678,662	5.95%
4.	Spdr Series Trust		232,656	$13,473,109	5.46%
5.	Ishares Trust	VLUE	124,446	$11,132,925	4.51%