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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	$229,108,539

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Spdr Series Trust		437,356	$34,262,440	14.95%
2.	Spdr S & P 500 Etf Trust	SPY	48,979	$32,628,897	14.24%
3.	Invesco Exchange Traded Fd T - RAFI US 1000 ETF		309,216	$13,979,644	6.1%
4.	Spdr Series Trust		229,796	$13,142,012	5.74%
5.	Ishares Trust	VLUE	122,587	$10,703,049	4.67%