Instuitional Investor - Gentry Private Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Gentry Private Wealth, Llc |
| Portfolio Value | $158,704,824 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 97,347 | $61,049,224 | 38.47% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 27,974 | $13,647,395 | 8.6% | |
| 3. | Spdr Series Trust | 222,363 | $7,518,093 | 4.74% | |
| 4. | Spdr Series Trust | 17,574 | $4,883,463 | 3.08% | |
| 5. | Goldman Sachs Etf Tr - MUNI INCOME ETF | 86,249 | $4,415,086 | 2.78% |