Instuitional Investor - Enclave Advisors Llc
Fund Profile
Filing Period:
Fund Name: | Enclave Advisors Llc |
Portfolio Value | $585,911,887 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Specialized Funds - DIV APP ETF | 369,568 | $71,692,517 | 12.24% | |
2. | IEF | 174,538 | $53,537,638 | 9.14% | |
3. | IEF | 85,477 | $48,029,702 | 8.2% | |
4. | J P Morgan Exchange Traded F - INCOME ETF | 811,781 | $37,398,762 | 6.38% | |
5. | Vanguard Index Fds - MID CAP ETF | 108,903 | $28,164,383 | 4.81% |