Instuitional Investor - Centricity Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Centricity Wealth Management, Llc |
| Portfolio Value | $107,127,666 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fdss&P 500 Etf Shs | 27,669 | $14,908,449 | 13.91% | |
| 2. | J P Morgan Exchange Traded Fultra Shrt Etf | 92,093 | $4,638,737 | 4.33% | |
| 3. | Ishares Tribds Dec28 Etf | 181,582 | $4,521,392 | 4.22% | |
| 4. | IEF | 7,294 | $4,293,832 | 4% | |
| 5. | Ishares Tribonds 27 Etf | 164,744 | $3,947,266 | 3.68% |
