Instuitional Investor - Triangle Securities Wealth Management

Fund Profile
Filing Period:
Fund Name: Triangle Securities Wealth Management
Portfolio Value $440,614,632
Filing Period:
No. Security Ticker Shares Value % Port
1.
J P Morgan Exchange Traded F - ACTIVE VALUE ETF
248,192 $17,807,743 4.04%
2. FNDF 532,039 $16,471,924 3.74%
3.
Vanguard World Fund
19,879 $13,870,157 3.15%
4.
Spdr Series Trust
124,281 $11,754,474 2.67%
5. GOOGL 38,555 $11,059,924 2.51%