Instuitional Investor - Triangle Securities Wealth Management

Fund Profile
Filing Period:
Fund Name: Triangle Securities Wealth Management
Portfolio Value $441,771,392
Filing Period:
No. Security Ticker Shares Value % Port
1.
J P Morgan Exchange Traded F - ACTIVE VALUE ETF
240,720 $16,600,040 3.76%
2. FNDF 516,968 $15,322,946 3.47%
3.
Vanguard World Fund
20,518 $15,319,434 3.47%
4. MSFT 25,679 $13,300,338 3.01%
5.
Spdr Series Trust
123,384 $10,938,016 2.48%