Instuitional Investor - Integrity Wealth Solutions Llc
Fund Profile
Filing Period:
Fund Name: | Integrity Wealth Solutions Llc |
Portfolio Value | $184,538,638 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Tax-Managed Fds | 267,389 | $13,591,378 | 7.37% | |
2. | Vanguard Index Fds - GROWTH ETF | 27,725 | $10,280,957 | 5.57% | |
3. | Vanguard Index Fds - VALUE ETF | 57,979 | $10,015,233 | 5.43% | |
4. | Pgim Etf Tr | 153,437 | $6,404,426 | 3.47% | |
5. | World Gold Tr | 101,612 | $6,288,767 | 3.41% |