Instuitional Investor - Integrity Wealth Solutions Llc
Fund Profile
Filing Period:
Fund Name: | Integrity Wealth Solutions Llc |
Portfolio Value | $178,525,127 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Tax-Managed Fds | 266,675 | $12,752,385 | 7.14% | |
2. | Vanguard Index Fds | 27,908 | $11,454,637 | 6.41% | |
3. | Vanguard Index Fds | 54,272 | $9,188,295 | 5.14% | |
4. | American Centy Etf Tr | 68,512 | $6,613,469 | 3.7% | |
5. | Spdr Series Trust | 70,670 | $6,385,070 | 3.57% |