Instuitional Investor - Shp Wealth Management
Fund Profile
Filing Period:
| Fund Name: | Shp Wealth Management |
| Portfolio Value | $1,453,811,177 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 575,720 | $395,410,405 | 27.2% | |
| 2. | Invesco Exch Traded Fd Tr Ii - S&P INTL MOMNT | 2,044,639 | $123,271,272 | 8.48% | |
| 3. | Ishares Tr | 1,268,880 | $96,168,402 | 6.61% | |
| 4. | IEF | 500,298 | $94,101,005 | 6.47% | |
| 5. | UITB | 1,785,374 | $90,375,655 | 6.22% |
Hedge Fund Resource Center 
