Instuitional Investor - New Insight Wealth Advisors
Fund Profile
Filing Period:
Fund Name: | New Insight Wealth Advisors |
Portfolio Value | $199,655,307 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | IEF | 46,748 | $27,519,577 | 13.78% | |
2. | FNDF | 522,380 | $14,271,429 | 7.14% | |
3. | Vanguard Admiral Fds Inc | 110,479 | $11,715,202 | 5.86% | |
4. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 248,192 | $11,136,365 | 5.57% | |
5. | Vanguard Index Fds - MID CAP ETF | 40,246 | $10,630,133 | 5.32% |