Instuitional Investor - Hb Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Hb Wealth Management, Llc |
| Portfolio Value | $6,958,379,920 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 7,171,221 | $1,643,839,271 | 23.62% | |
| 2. | Vanguard Specialized Funds | 3,847,028 | $655,534,016 | 9.42% | |
| 3. | J P Morgan Exchange Traded F | 7,633,421 | $381,244,318 | 5.47% | |
| 4. | Vanguard Star Fds | 5,007,552 | $288,586,485 | 4.14% | |
| 5. | Spdr Series Trust | 3,911,038 | $247,359,638 | 3.55% |
