Instuitional Investor - Core Wealth Advisors, Inc.
Fund Profile
Filing Period:
Fund Name: | Core Wealth Advisors, Inc. |
Portfolio Value | $303,291,023 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | IEF | 183,556 | $108,055,502 | 35.62% | |
2. | Vanguard Index Fds - S&P 500 ETF SHS | 41,457 | $22,337,491 | 7.36% | |
3. | Spdr Series Trust | 280,347 | $19,327,147 | 6.37% | |
4. | Invesco Exchange Traded Fd T - S&P 500 TOP 50 | 386,588 | $19,313,937 | 6.36% | |
5. | IEF | 252,158 | $15,711,973 | 5.18% |