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Home > Institutional Investor > Bankplus Wealth Management Llc > Profile

Instuitional Investor - Bankplus Wealth Management Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Bankplus Wealth Management Llc
Portfolio Value	$181,173,139

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	IEF	76,466	$52,384,721	28.91%
2.	J P Morgan Exchange Traded F - CORE PLUS BD ETF		307,853	$14,576,813	8.05%
3.	J P Morgan Exchange Traded F - INCOME ETF		178,646	$8,269,679	4.56%
4.	Apple Inc.	AAPL	24,727	$6,722,687	3.71%
5.	Vanguard Bond Index Funds	BND	58,613	$4,341,605	2.4%