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Home > Institutional Investor > Intergy Private Wealth, Llc > Profile

Instuitional Investor - Intergy Private Wealth, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Intergy Private Wealth, Llc
Portfolio Value	$331,472,967

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Invesco Qqq Tr		115,030	$70,663,800	21.32%
2.	Schwab Strategic Trust	FNDF	1,082,362	$29,689,181	8.96%
3.	Vanguard Tax-Managed Fds		384,543	$24,022,424	7.25%
4.	Schwab Strategic Trust	FNDF	647,531	$15,566,655	4.7%
5.	Vanguard Index Fds - LARGE CAP ETF		44,905	$14,136,250	4.26%