Instuitional Investor - Yorkbridge Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Yorkbridge Wealth Partners, Llc
Portfolio Value $394,152,600
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1. SPY 76,978 $29,438,566 7.46%
2. AAPL 122,567 $15,925,161 4.04%
3.
Vanguard Whitehall Funds
139,937 $15,142,549 3.84%
4.
Vanguard Scottsdale Funds
273,764 $15,089,886 3.82%
5. MSFT 54,406 $13,047,570 3.31%