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Home > Institutional Investor > Hillcrest Wealth Advisors - Ny, Llc > Profile

Instuitional Investor - Hillcrest Wealth Advisors - Ny, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Hillcrest Wealth Advisors - Ny, Llc
Portfolio Value	$232,299,339

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Index Fds - S&P 500 ETF SHS		92,635	$58,094,454	25.01%
2.	Ishares Trust	IEF	80,987	$19,935,760	8.58%
3.	Vanguard Tax-Managed Fds		259,083	$16,184,915	6.97%
4.	Vanguard Intl Equity Index Funds	VWO	193,029	$14,199,213	6.11%
5.	Ishares Trust	IEF	70,330	$12,744,499	5.49%