Instuitional Investor - Bay Harbor Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Bay Harbor Wealth Management, Llc |
| Portfolio Value | $382,764,059 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 673,548 | $31,522,037 | 8.24% | |
| 2. | Vanguard Growth Etf | 46,717 | $22,791,355 | 5.95% | |
| 3. | Vanguard Ftse Developed Markets Etf | 359,099 | $22,432,914 | 5.86% | |
| 4. | Ishares Core Total Usd Bond Market Etf | 447,303 | $20,817,482 | 5.44% | |
| 5. | IEF | 83,200 | $17,644,224 | 4.61% |
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