Instuitional Investor - Shp Wealth Management
Fund Profile
Filing Period:
| Fund Name: | Shp Wealth Management |
| Portfolio Value | $1,325,807,598 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 554,570 | $331,389,118 | 25% | |
| 2. | Invesco Exch Traded Fd Tr Ii - S&P INTL MOMNT | 2,003,953 | $109,896,680 | 8.29% | |
| 3. | Ishares Tr | 1,196,825 | $83,993,614 | 6.34% | |
| 4. | Vanguard Scottsdale Funds | 996,012 | $82,420,372 | 6.22% | |
| 5. | IEF | 496,636 | $77,034,663 | 5.81% |
Hedge Fund Resource Center 
