Instuitional Investor - Shepherd Financial Partners Llc
Fund Profile
Filing Period:
| Fund Name: | Shepherd Financial Partners Llc |
| Portfolio Value | $946,147,014 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SPY | 102,420 | $63,280,135 | 6.69% | |
| 2. | Spdr Series Trust | 717,485 | $53,732,441 | 5.68% | |
| 3. | Ishares Tr - CORE MSCI EAFE | 635,250 | $53,030,682 | 5.6% | |
| 4. | Ishares Tr - MSCI USA QLT FCT | 206,335 | $37,722,112 | 3.99% | |
| 5. | Spdr Series Trust | 385,186 | $36,715,974 | 3.88% |
