Instuitional Investor - Triad Wealth Partners, Llc
Fund Profile
Filing Period:
| Fund Name: | Triad Wealth Partners, Llc |
| Portfolio Value | $1,261,749,224 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 260,257 | $54,953,352 | 4.36% | |
| 2. | Vanguard Index Fds - S&P 500 ETF SHS | 89,893 | $53,715,417 | 4.26% | |
| 3. | IEF | 470,220 | $53,186,594 | 4.22% | |
| 4. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 1,164,361 | $53,118,144 | 4.21% | |
| 5. | Blackrock Etf Trust | 1,420,366 | $45,669,028 | 3.62% |
Hedge Fund Resource Center 
