Instuitional Investor - Eagle Wealth Strategies Llc
Fund Profile
Filing Period:
| Fund Name: | Eagle Wealth Strategies Llc |
| Portfolio Value | $214,724,293 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 65,921 | $41,340,827 | 19.25% | |
| 2. | American Centy Etf Tr | 271,024 | $27,639,042 | 12.87% | |
| 3. | Franklin Templeton Etf Tr | 418,739 | $23,558,253 | 10.97% | |
| 4. | Wisdomtree Tr | 196,512 | $17,574,082 | 8.18% | |
| 5. | Dimensional Etf Trust | 482,981 | $16,295,791 | 7.59% |