Instuitional Investor - Uptown Financial Advisors Llc
Fund Profile
Filing Period:
Fund Name: | Uptown Financial Advisors Llc |
Portfolio Value | $121,355,914 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds - GROWTH ETF | 31,156 | $14,943,209 | 12.31% | |
2. | Vanguard Index Fds - MID CAP ETF | 31,413 | $9,227,395 | 7.6% | |
3. | IEF | 71,081 | $8,446,571 | 6.96% | |
4. | Spdr Series Trust | 146,458 | $8,103,576 | 6.68% | |
5. | Spdr Index Shs Fds | 141,170 | $6,608,179 | 5.45% |