Instuitional Investor - Beacon Bridge Wealth Partners, Llc
Fund Profile
Filing Period:
Fund Name: | Beacon Bridge Wealth Partners, Llc |
Portfolio Value | $235,463,539 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | SPY | 34,393 | $20,157,309 | 8.56% | |
2. | Ishares Tr | 82,920 | $14,766,394 | 6.27% | |
3. | Vanguard Index Fds | 31,512 | $12,933,785 | 5.49% | |
4. | Vanguard Index Fds | 19,752 | $10,642,669 | 4.51% | |
5. | Ishares Tr | 106,485 | $9,762,580 | 4.14% |