Instuitional Investor - Shorehaven Wealth Partners, Llc
Fund Profile
Filing Period:
| Fund Name: | Shorehaven Wealth Partners, Llc |
| Portfolio Value | $244,085,916 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 250,570 | $27,587,769 | 11.3% | |
| 2. | American Centy Etf Tr | 249,948 | $17,048,971 | 6.98% | |
| 3. | Ishares Tr - MSCI USA QLT FCT | 76,428 | $13,972,645 | 5.72% | |
| 4. | Blackrock Etf Trust | 235,316 | $12,815,354 | 5.25% | |
| 5. | Ishares Tr - EAFE VALUE ETF | 167,655 | $10,642,752 | 4.36% |
