Instuitional Investor - O'brien Wealth Partners Llc
Fund Profile
Filing Period:
Fund Name: | O'brien Wealth Partners Llc |
Portfolio Value | $383,026,217 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | IEF | 972,869 | $102,375,048 | 26.72% | |
2. | Dbx Etf Tr | 1,188,804 | $43,961,976 | 11.47% | |
3. | Vanguard Index Fds | 171,776 | $40,748,703 | 10.63% | |
4. | Pacer Fds Tr | 749,141 | $38,947,834 | 10.16% | |
5. | Spdr Series Trust | 1,139,012 | $32,530,193 | 8.49% |