Instuitional Investor - Timmons Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Timmons Wealth Management, Llc |
| Portfolio Value | $136,703,132 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SPY | 43,168 | $32,236,477 | 23.58% | |
| 2. | Ishares U S Etf Tr - SHOR DURA BD ETF | 278,069 | $14,086,997 | 10.3% | |
| 3. | SCHD | 412,264 | $12,821,415 | 9.38% | |
| 4. | Vanguard Tax-Managed Fds | 177,973 | $12,680,608 | 9.28% | |
| 5. | Vanguard Malvern Fds - CORE BD ETF | 159,827 | $12,343,871 | 9.03% |
Hedge Fund Resource Center 
