Instuitional Investor - Atlantic Private Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Atlantic Private Wealth, Llc |
| Portfolio Value | $111,961,716 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SPY | 87,232 | $41,462,221 | 37.03% | |
| 2. | Vanguard Idx Fund | 52,686 | $12,498,278 | 11.16% | |
| 3. | Vanguard Total (International Stock Index Fund) | 107,200 | $6,213,305 | 5.54% | |
| 4. | Vanguard Extended (Markets Index Fund) | 29,319 | $4,820,600 | 4.3% | |
| 5. | Vanguard World Fd (Esg Us Stk Etf) | 52,565 | $4,471,158 | 3.99% |
