Instuitional Investor - Long Run Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Long Run Wealth Advisors, Llc |
| Portfolio Value | $417,266,187 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr - USD INV GRDE ETF | 991,721 | $49,863,716 | 11.95% | |
| 2. | First Tr Exchng Traded Fd Vi | 904,759 | $38,877,492 | 9.31% | |
| 3. | Ishares Tr - CORE MSCI EAFE | 350,442 | $24,629,058 | 5.9% | |
| 4. | XLB | 99,966 | $23,244,096 | 5.57% | |
| 5. | Vanguard Whitehall Funds | 125,454 | $16,006,703 | 3.83% |
