Instuitional Investor - Atlantic Private Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Atlantic Private Wealth, Llc |
| Portfolio Value | $156,405,117 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SPY | 67,846 | $46,265,665 | 29.58% | |
| 2. | Vanguard Idx Fund - ETF | 52,176 | $17,493,031 | 11.18% | |
| 3. | Vanguard Total (International Stock Index Fund) - ETF | 99,188 | $7,482,729 | 4.78% | |
| 4. | LDRH | 234,732 | $6,058,319 | 3.87% | |
| 5. | Vanguard Extended (Markets Index Fund) - ETF | 28,242 | $5,906,045 | 3.78% |