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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	$235,559,402

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	IEF	33,108	$13,295,537	5.64%
2.	Ishares Trust	IEF	213,006	$13,272,415	5.63%
3.	Vanguard Specialized Funds - DIV APP ETF		58,394	$11,435,297	4.85%
4.	Vanguard Whitehall Funds		69,693	$8,892,130	3.77%
5.	Ishares Trust	IEF	49,420	$5,694,121	2.41%