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Home > Institutional Investor > Accretive Wealth Partners, Llc > Profile

Instuitional Investor - Accretive Wealth Partners, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Accretive Wealth Partners, Llc
Portfolio Value	$336,971,656

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	IEF	42,151	$19,950,173	5.92%
2.	Ishares Trust	IEF	261,734	$17,274,444	5.13%
3.	Apple Inc.	AAPL	61,201	$16,638,235	4.94%
4.	Vanguard Specialized Funds - DIV APP ETF		73,591	$16,173,809	4.8%
5.	Vanguard Whitehall Funds		88,766	$12,739,689	3.78%