Instuitional Investor - New Insight Wealth Advisors
Fund Profile
Filing Period:
Fund Name: | New Insight Wealth Advisors |
Portfolio Value | $243,027,709 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | IEF | 48,889 | $30,355,396 | 12.49% | |
2. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 339,668 | $15,539,799 | 6.39% | |
3. | FNDF | 580,869 | $15,393,022 | 6.33% | |
4. | Vanguard Index Fds - MID CAP ETF | 48,282 | $13,510,746 | 5.56% | |
5. | Invesco Exchange Traded Fd T - S&P500 EQL WGT | 63,717 | $11,579,928 | 4.76% |