Instuitional Investor - New Insight Wealth Advisors
Fund Profile
Filing Period:
| Fund Name: | New Insight Wealth Advisors |
| Portfolio Value | $279,940,004 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 55,634 | $38,106,135 | 13.61% | |
| 2. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 386,777 | $17,807,232 | 6.36% | |
| 3. | Vanguard Index Fds - MID CAP ETF | 53,768 | $15,604,573 | 5.57% | |
| 4. | Vanguard World Fund | 15,307 | $11,537,852 | 4.12% | |
| 5. | Invesco Exchange Traded Fd T - S&P500 EQL WGT | 51,898 | $9,941,581 | 3.55% |