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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	$201,970,406

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Index Fds - S&P 500 ETF SHS		93,241	$47,917,569	23.73%
2.	Ishares Trust	IEF	82,527	$16,463,311	8.15%
3.	Vanguard Tax-Managed Fds		246,333	$12,521,106	6.2%
4.	Vanguard Intl Equity Index Funds	VWO	200,304	$12,150,441	6.02%
5.	Ishares Trust	IEF	74,705	$11,278,961	5.58%