Instuitional Investor - Long Run Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Long Run Wealth Advisors, Llc |
| Portfolio Value | $441,011,621 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr - USD INV GRDE ETF | 1,032,454 | $52,737,766 | 11.96% | |
| 2. | First Tr Exchng Traded Fd Vi | 934,083 | $40,950,182 | 9.29% | |
| 3. | Ishares Tr - CORE MSCI EAFE | 331,324 | $25,064,627 | 5.68% | |
| 4. | XLB | 115,750 | $23,900,151 | 5.42% | |
| 5. | Vanguard Whitehall Funds | 143,784 | $18,542,438 | 4.2% |
