Instuitional Investor - O'brien Wealth Partners Llc
Fund Profile
Filing Period:
Fund Name: | O'brien Wealth Partners Llc |
Portfolio Value | $637,148,140 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | IEF | 456,348 | $61,625,296 | 9.67% | |
2. | Spdr Series Trust | 825,956 | $60,038,775 | 9.42% | |
3. | Principal Exchange Traded Fd - US MEGA CP ETF | 920,520 | $57,587,730 | 9.04% | |
4. | Dbx Etf Tr - XTRACK MSCI EAFE | 1,211,498 | $53,003,045 | 8.32% | |
5. | Dbx Etf Tr - XTRACK MSCI EAFE | 1,791,122 | $51,691,781 | 8.11% |