Instuitional Investor - Engrave Wealth Partners Llc
Fund Profile
Filing Period:
| Fund Name: | Engrave Wealth Partners Llc |
| Portfolio Value | $350,268,595 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | XOM | 466,749 | $46,665,529 | 13.32% | |
| 2. | Etf Ser Solutions | 837,174 | $41,331,271 | 11.79% | |
| 3. | Vanguard Index Fds | 81,945 | $35,793,557 | 10.21% | |
| 4. | Vanguard Index Fds | 113,827 | $35,386,431 | 10.1% | |
| 5. | Goldman Sachs Etf Tr | 537,120 | $26,861,389 | 7.66% |
