Instuitional Investor - Connecticut Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Connecticut Wealth Management, Llc |
| Portfolio Value | $2,035,016,044 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr - MSCI USA QLT FCT | 1,600,480 | $285,013,567 | 19.36% | |
| 2. | IEF | 2,046,502 | $127,517,564 | 8.66% | |
| 3. | Ishares Tr - CORE MSCI EAFE | 1,682,241 | $118,227,877 | 8.03% | |
| 4. | IEF | 1,010,875 | $116,473,024 | 7.91% | |
| 5. | Vanguard Tax-Managed Fds | 1,110,239 | $53,091,615 | 3.6% |
