Instuitional Investor - Pfg Private Wealth Management, Llc
Fund Profile
Filing Period:
Fund Name: | Pfg Private Wealth Management, Llc |
Portfolio Value | $194,147,306 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | IEF | 42,902 | $26,638,004 | 13.72% | |
2. | Spdr Series Trust | 245,462 | $23,397,449 | 12.05% | |
3. | Vanguard Tax-Managed Fds | 324,956 | $18,525,748 | 9.54% | |
4. | Ishares Tr | 433,326 | $11,322,808 | 5.83% | |
5. | Ishares Tr | 446,942 | $11,300,928 | 5.82% |