Instuitional Investor - Vestwell Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Vestwell Advisors, Llc |
| Portfolio Value | $280,336,616 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares TrustBOND | IEF | 98,366 | $65,836,448 | 23.48% |
| 2. | Ishares TrustBOND | IEF | 408,301 | $40,932,209 | 14.6% |
| 3. | FNDF | 1,168,550 | $37,288,411 | 13.3% | |
| 4. | FNDF | 1,553,932 | $36,175,542 | 12.9% | |
| 5. | Vanguard Index Fds - Vanguard Value ETFBOND | 147,056 | $27,424,556 | 9.78% |