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Home > Institutional Investor > Vertrix Wealth Management, Llc > Profile

Instuitional Investor - Vertrix Wealth Management, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Vertrix Wealth Management, Llc
Portfolio Value	$296,970,125

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Bond Index Funds	BND	195,820	$15,019,380	5.06%
2.	Vanguard Bond Index Funds	BND	190,848	$14,868,968	5.01%
3.	Vanguard Malvern Fds		262,186	$13,169,605	4.43%
4.	Spdr Series Trust	KRE	199,787	$12,145,077	4.09%
5.	Ishares Tr - FLTG RATE NT ETF		232,862	$11,887,605	4%