Instuitional Investor - New Insight Wealth Advisors
Fund Profile
Filing Period:
Fund Name: | New Insight Wealth Advisors |
Portfolio Value | $220,222,182 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | IEF | 50,152 | $28,180,465 | 12.8% | |
2. | FNDF | 599,461 | $16,760,916 | 7.61% | |
3. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 319,824 | $14,599,977 | 6.63% | |
4. | Vanguard Index Fds - MID CAP ETF | 46,631 | $12,059,703 | 5.48% | |
5. | Invesco Exchange Traded Fd T - S&P500 EQL WGT | 66,972 | $11,601,560 | 5.27% |