Instuitional Investor - Montz Harcus Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Montz Harcus Wealth Management Llc |
| Portfolio Value | $183,010,914 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 403,918 | $26,561,650 | 14.51% | |
| 2. | SPY | 46,597 | $26,065,851 | 14.24% | |
| 3. | Invesco Exchange Traded Fd T - RAFI US 1000 ETF | 295,363 | $11,935,604 | 6.52% | |
| 4. | Spdr Series Trust | 214,334 | $10,969,626 | 5.99% | |
| 5. | Ishares Tr - CORE MSCI EAFE | 117,722 | $8,905,660 | 4.87% |
