Instuitional Investor - Precedent Wealth Partners, Llc
Fund Profile
Filing Period:
| Fund Name: | Precedent Wealth Partners, Llc |
| Portfolio Value | $601,381,055 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Tax-Managed Fds | 574,081 | $40,903,263 | 6.8% | |
| 2. | Vanguard Index Fds | 82,664 | $30,588,898 | 5.09% | |
| 3. | Vanguard Index Fds - S&P 500 ETF SHS | 28,604 | $19,645,195 | 3.27% | |
| 4. | First Tr Exchange-Traded Fd - RBA INDL ETF | 111,326 | $14,834,154 | 2.47% | |
| 5. | IEF | 19,774 | $14,808,751 | 2.46% |
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