Instuitional Investor - High Net Worth Advisory Group Llc
Fund Profile
Filing Period:
| Fund Name: | High Net Worth Advisory Group Llc |
| Portfolio Value | $354,347,871 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 43,251 | $22,231,327 | 6.27% | |
| 2. | Vanguard Specialized Funds - DIV APP ETF | 74,514 | $14,457,148 | 4.08% | |
| 3. | IEF | 140,228 | $13,871,550 | 3.91% | |
| 4. | AAPL | 58,918 | $13,088,385 | 3.69% | |
| 5. | Vanguard Whitehall Funds | 93,678 | $12,082,034 | 3.41% |
