Instuitional Investor - Moss Adams Wealth Advisors Llc
Fund Profile
Filing Period:
Fund Name: | Moss Adams Wealth Advisors Llc |
Portfolio Value | $479,657,837 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds | 490,120 | $116,266,259 | 24.23% | |
2. | IEF | 569,697 | $61,669,659 | 12.85% | |
3. | Vanguard Scottsdale Funds | 1,009,801 | $59,901,402 | 12.48% | |
4. | J P Morgan Exchange Traded F | 950,282 | $52,548,294 | 10.95% | |
5. | Investment Managers Ser Tr I | 923,818 | $30,561,244 | 6.37% |