Instuitional Investor - Ivc Wealth Advisors Llc
Fund Profile
Filing Period:
| Fund Name: | Ivc Wealth Advisors Llc |
| Portfolio Value | $229,929,231 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 46,428 | $22,650,518 | 9.85% | |
| 2. | AAPL | 56,186 | $15,274,751 | 6.64% | |
| 3. | Putnam Etf Trust | 311,832 | $14,210,197 | 6.18% | |
| 4. | J P Morgan Exchange Traded F | 202,838 | $11,610,421 | 5.05% | |
| 5. | Janus Detroit Str Tr | 163,754 | $8,282,667 | 3.6% |
Hedge Fund Resource Center 
