Instuitional Investor - Pacific Excel Wealth Advisors, Inc.
Fund Profile
Filing Period:
| Fund Name: | Pacific Excel Wealth Advisors, Inc. |
| Portfolio Value | $258,424,156 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Tax-Managed Fds | 168,696 | $12,019,590 | 4.65% | |
| 2. | American Centy Etf Tr - INTL EQT ETF | 132,413 | $11,811,240 | 4.57% | |
| 3. | American Centy Etf Tr | 101,232 | $9,767,876 | 3.78% | |
| 4. | Ishares Tr - RUSEL 2500 ETF | 89,987 | $8,245,509 | 3.19% | |
| 5. | Spdr Index Shs Fds - ST PORT MARK ETF | 153,497 | $7,948,051 | 3.08% |
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