Instuitional Investor - Fiduciary Wealth Partners, Llc
Fund Profile
Filing Period:
| Fund Name: | Fiduciary Wealth Partners, Llc |
| Portfolio Value | $243,877,830 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard S&P 500 Etf - ETF | 120,381 | $75,494,590 | 30.96% | |
| 2. | Vanguard Ftse Developed Markets Etf - ETF | 676,059 | $42,233,406 | 17.32% | |
| 3. | Vanguard Small Cap Etf - ETF | 70,887 | $18,285,190 | 7.5% | |
| 4. | Vanguard Mid Cap Etf - ETF | 50,701 | $14,714,380 | 6.03% | |
| 5. | BND | 127,568 | $9,934,969 | 4.07% |
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