Instuitional Investor - Integrity Wealth Solutions Llc
Fund Profile
Filing Period:
Fund Name: | Integrity Wealth Solutions Llc |
Portfolio Value | $144,494,163 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Tax-Managed Fds | 223,370 | $10,699,413 | 7.4% | |
2. | Vanguard Index Fds | 28,209 | $8,769,483 | 6.06% | |
3. | Vanguard Index Fds | 48,490 | $7,249,306 | 5.01% | |
4. | American Centy Etf Tr | 63,102 | $5,666,560 | 3.92% | |
5. | Spdr Ser Tr | 36,532 | $4,826,648 | 3.34% |