Instuitional Investor - Montz Harcus Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Montz Harcus Wealth Management Llc |
| Portfolio Value | $247,630,501 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 449,889 | $34,434,534 | 13.91% | |
| 2. | SPY | 48,552 | $31,575,283 | 12.75% | |
| 3. | Invesco Exchange Traded Fd T - RAFI US 1000 ETF | 331,940 | $15,777,102 | 6.37% | |
| 4. | Spdr Series Trust | 240,095 | $14,218,404 | 5.74% | |
| 5. | Spdr Series Trust | 255,778 | $12,359,179 | 4.99% |
Hedge Fund Resource Center 
