Instuitional Investor - Montz Harcus Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Montz Harcus Wealth Management Llc |
| Portfolio Value | $207,199,037 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 419,555 | $30,497,454 | 14.72% | |
| 2. | SPY | 46,670 | $28,834,880 | 13.92% | |
| 3. | Invesco Exchange Traded Fd T - RAFI US 1000 ETF | 304,800 | $12,883,882 | 6.22% | |
| 4. | Spdr Series Trust | 224,188 | $12,191,349 | 5.88% | |
| 5. | Ishares Tr - CORE MSCI EAFE | 120,085 | $10,024,661 | 4.84% |
