Instuitional Investor - Bankplus Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Bankplus Wealth Management Llc |
| Portfolio Value | $134,184,483 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 58,045 | $34,170,318 | 25.46% | |
| 2. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 222,210 | $10,237,211 | 7.62% | |
| 3. | J P Morgan Exchange Traded F - INCOME ETF | 139,308 | $6,355,144 | 4.73% | |
| 4. | AAPL | 24,401 | $6,110,392 | 4.55% | |
| 5. | First Tr Exchange-Traded Fd | 65,256 | $3,859,133 | 2.87% |
