Instuitional Investor - Triad Wealth Partners, Llc
Fund Profile
Filing Period:
| Fund Name: | Triad Wealth Partners, Llc |
| Portfolio Value | $321,668,664 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 475,193 | $22,353,077 | 6.95% | |
| 2. | IEF | 184,005 | $17,081,150 | 5.31% | |
| 3. | Vanguard Index Fds - S&P 500 ETF SHS | 32,732 | $16,821,503 | 5.23% | |
| 4. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 367,874 | $16,793,459 | 5.22% | |
| 5. | IEF | 70,867 | $13,505,778 | 4.2% |
