Instuitional Investor - Pfg Private Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Pfg Private Wealth Management, Llc |
| Portfolio Value | $148,585,213 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 53,609 | $25,605,159 | 17.23% | |
| 2. | Vanguard Tax-Managed Fds | 255,681 | $12,247,112 | 8.24% | |
| 3. | Spdr Series Trust | 126,891 | $8,255,468 | 5.55% | |
| 4. | Ishares Tr | 333,004 | $7,968,779 | 5.36% | |
| 5. | Ishares Tr | 330,734 | $7,904,538 | 5.31% |
