Instuitional Investor - Bt Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Bt Wealth Management Llc
Portfolio Value $356,379,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1. IEF 362,414 $75,295,000 21.12%
2. IEF 133,540 $50,632,000 14.2%
3.
Vanguard Specialized Funds
310,588 $44,560,000 12.5%
4.
Invesco Exchange Traded Fd T
323,481 $43,421,000 12.18%
5. IEF 125,604 $27,470,000 7.7%