Instuitional Investor - Mckinley Carter Wealth Services, Inc.
Fund Profile
Filing Period:
Fund Name: | Mckinley Carter Wealth Services, Inc. |
Portfolio Value | $1,634,337,543 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | IEF | 183,144 | $107,813,187 | 6.59% | |
2. | IEF | 310,196 | $99,932,594 | 6.11% | |
3. | Vanguard Tax-Managed Fds | 1,921,183 | $91,870,954 | 5.62% | |
4. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 1,550,144 | $69,554,950 | 4.25% | |
5. | Ishares Tr - CORE MSCI EAFE | 894,189 | $62,843,586 | 3.84% |