Instuitional Investor - Precedent Wealth Partners, Llc
Fund Profile
Filing Period:
| Fund Name: | Precedent Wealth Partners, Llc |
| Portfolio Value | $499,602,170 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Tax-Managed Fds | 506,968 | $32,486,541 | 6.5% | |
| 2. | Vanguard Index Fds | 81,162 | $26,037,870 | 5.21% | |
| 3. | First Tr Exchng Traded Fd Vi | 541,614 | $17,693,446 | 3.54% | |
| 4. | Vanguard Index Fds - S&P 500 ETF SHS | 21,988 | $13,139,431 | 2.63% | |
| 5. | IEF | 20,041 | $13,091,626 | 2.62% |
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