Instuitional Investor - Icon Wealth Partners, Llc
Fund Profile
Filing Period:
| Fund Name: | Icon Wealth Partners, Llc |
| Portfolio Value | $880,168,056 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 288,448 | $123,868,018 | 14.07% | |
| 2. | ACN | 193,988 | $59,575,681 | 6.76% | |
| 3. | Ishares Core Total Usd Bond Market Etf | 846,668 | $37,012,081 | 4.2% | |
| 4. | Ishares Msci Eafe Value Etf | 599,876 | $29,351,954 | 3.33% | |
| 5. | Ishares Msci Eafe Growth Etf | 294,346 | $25,402,071 | 2.88% |
