Instuitional Investor - Lionsbridge Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Lionsbridge Wealth Management Llc |
| Portfolio Value | $119,127,002 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 74,460 | $7,215,174 | 6.05% | |
| 2. | J P Morgan Exchange Traded F - INCOME ETF | 152,213 | $6,943,957 | 5.82% | |
| 3. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 134,675 | $6,204,477 | 5.2% | |
| 4. | J P Morgan Exchange Traded F | 92,378 | $5,314,506 | 4.46% | |
| 5. | Spdr Ser Tr | 57,110 | $5,221,567 | 4.38% |
