Instuitional Investor - Vestwell Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Vestwell Advisors, Llc |
| Portfolio Value | $365,121,362 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares TrustBOND | IEF | 335,295 | $219,018,583 | 59.99% |
| 2. | SCHD | 1,467,221 | $42,740,164 | 11.71% | |
| 3. | Ishares TrustBOND | IEF | 436,949 | $29,507,207 | 8.08% |
| 4. | Ishares TrustBOND | IEF | 100,595 | $12,505,053 | 3.42% |
| 5. | SCHD | 424,244 | $10,648,547 | 2.92% |
Hedge Fund Resource Center 
