Instuitional Investor - Halpern Financial, Inc.
Fund Profile
Filing Period:
| Fund Name: | Halpern Financial, Inc. |
| Portfolio Value | $388,733,178 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 254,034 | $49,871,903 | 12.83% | |
| 2. | IEF | 57,666 | $32,961,651 | 8.48% | |
| 3. | Ishares Msci Usa Min Vol Factor Etf - ETF | 362,245 | $32,957,070 | 8.48% | |
| 4. | Spdr Portfolio Developed World Ex-Us Etf - ETF | 842,980 | $31,409,430 | 8.08% | |
| 5. | IEF | 237,739 | $22,485,354 | 5.78% |
