Instuitional Investor - Precedent Wealth Partners, Llc
Fund Profile
Filing Period:
| Fund Name: | Precedent Wealth Partners, Llc |
| Portfolio Value | $408,217,757 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 81,512 | $24,773,912 | 6.07% | |
| 2. | Vanguard Tax-Managed Fds | 356,922 | $20,348,125 | 4.98% | |
| 3. | Wisdomtree Trust | 279,484 | $14,007,747 | 3.43% | |
| 4. | IEF | 19,379 | $12,032,252 | 2.95% | |
| 5. | First Tr Exchng Traded Fd Vi | 243,657 | $10,877,945 | 2.66% |
Hedge Fund Resource Center 
