Instuitional Investor - Vestwell Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Vestwell Advisors, Llc |
| Portfolio Value | $676,970,615 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares TrustBOND | IEF | 294,414 | $201,655,696 | 29.79% |
| 2. | FidelityBOND | 1,450,576 | $88,195,019 | 13.03% | |
| 3. | FidelityBOND | 6,426,357 | $67,862,325 | 10.02% | |
| 4. | LincolnBOND | 38,757,598 | $53,897,266 | 7.96% | |
| 5. | FidelityBOND | 3,035,396 | $41,524,213 | 6.13% |