Instuitional Investor - Triad Wealth Partners, Llc
Fund Profile
Filing Period:
| Fund Name: | Triad Wealth Partners, Llc |
| Portfolio Value | $495,099,004 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 537,237 | $25,282,385 | 5.11% | |
| 2. | IEF | 174,383 | $19,199,563 | 3.88% | |
| 3. | Ishares Tr - MSCI USA QLT FCT | 102,248 | $18,692,981 | 3.78% | |
| 4. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 407,431 | $18,639,960 | 3.76% | |
| 5. | IEF | 88,782 | $17,349,789 | 3.5% |
