Instuitional Investor - Hb Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Hb Wealth Management, Llc |
| Portfolio Value | $9,787,128,738 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 7,873,807 | $2,179,547,308 | 22.26% | |
| 2. | Vanguard Specialized Funds | 4,868,929 | $942,870,038 | 9.63% | |
| 3. | J P Morgan Exchange Traded F | 8,316,836 | $416,590,153 | 4.25% | |
| 4. | Spdr Series Trust | 4,634,594 | $393,827,460 | 4.02% | |
| 5. | Pimco Etf Trust | 3,475,456 | $348,730,533 | 3.56% |
