Instuitional Investor - Core Wealth Advisors, Inc.
Fund Profile
Filing Period:
| Fund Name: | Core Wealth Advisors, Inc. |
| Portfolio Value | $385,402,531 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 187,849 | $128,665,258 | 33.38% | |
| 2. | Vanguard Index Fds - S&P 500 ETF SHS | 40,052 | $25,117,670 | 6.52% | |
| 3. | Capital Group Dividend Value | 531,587 | $23,198,474 | 6.02% | |
| 4. | Spdr Series Trust | 276,516 | $22,182,133 | 5.76% | |
| 5. | Invesco Exchange Traded Fd T - S&P 500 TOP 50 | 368,872 | $21,866,756 | 5.67% |