Instuitional Investor - Pfg Private Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Pfg Private Wealth Management, Llc |
| Portfolio Value | $175,667,482 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 41,124 | $24,208,792 | 13.78% | |
| 2. | Spdr Series Trust | 245,715 | $21,598,376 | 12.29% | |
| 3. | Ishares Tr - IBONDS 27 ETF | 630,677 | $15,111,016 | 8.6% | |
| 4. | Ishares Tr | 608,289 | $14,641,520 | 8.33% | |
| 5. | Vanguard Tax-Managed Fds | 287,322 | $13,739,733 | 7.82% |
