Instuitional Investor - Oak Harbor Wealth Partners, Llc
Fund Profile
Filing Period:
| Fund Name: | Oak Harbor Wealth Partners, Llc |
| Portfolio Value | $370,127,553 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 55,755 | $31,670,513 | 8.56% | |
| 2. | IEF | 169,150 | $16,779,680 | 4.53% | |
| 3. | Vanguard Index Fds - MID CAP ETF | 52,318 | $14,640,146 | 3.96% | |
| 4. | AAPL | 56,995 | $11,693,664 | 3.16% | |
| 5. | Ishares Tr - CORE MSCI EAFE | 116,623 | $9,735,688 | 2.63% |
