Instuitional Investor - O'brien Wealth Partners Llc
Fund Profile
Filing Period:
Fund Name: | O'brien Wealth Partners Llc |
Portfolio Value | $537,063,069 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Spdr Series Trust | 877,803 | $57,724,347 | 10.75% | |
2. | IEF | 462,849 | $56,472,148 | 10.51% | |
3. | Dbx Etf Tr - XTRACK MSCI EAFE | 1,216,386 | $52,669,520 | 9.81% | |
4. | Principal Exchange Traded Fd - US MEGA CP ETF | 925,108 | $52,527,618 | 9.78% | |
5. | Pacer Fds Tr | 822,041 | $45,014,946 | 8.38% |