Instuitional Investor - Moss Adams Wealth Advisors Llc
Fund Profile
Filing Period:
Fund Name: | Moss Adams Wealth Advisors Llc |
Portfolio Value | $946,180,611 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds | 782,458 | $226,764,080 | 23.96% | |
2. | IEF | 785,275 | $90,479,361 | 9.56% | |
3. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 1,869,799 | $86,376,787 | 9.12% | |
4. | Vanguard Scottsdale Funds | 1,162,512 | $67,425,725 | 7.12% | |
5. | XLB | 721,541 | $54,613,411 | 5.77% |