Instuitional Investor - Pfg Private Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Pfg Private Wealth Management, Llc |
| Portfolio Value | $184,919,272 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 42,441 | $23,847,626 | 12.9% | |
| 2. | Spdr Series Trust | 245,681 | $19,745,397 | 10.68% | |
| 3. | Vanguard Tax-Managed Fds | 314,423 | $15,982,112 | 8.64% | |
| 4. | Ishares Tr | 434,091 | $10,847,934 | 5.87% | |
| 5. | Ishares Tr | 420,165 | $10,834,123 | 5.86% |
