Instuitional Investor - Precedent Wealth Partners, Llc
Fund Profile
Filing Period:
| Fund Name: | Precedent Wealth Partners, Llc |
| Portfolio Value | $360,219,910 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 83,455 | $22,936,745 | 6.37% | |
| 2. | Wisdomtree Trust | 267,655 | $13,254,251 | 3.68% | |
| 3. | Vanguard Tax-Managed Fds | 243,752 | $12,389,918 | 3.44% | |
| 4. | IEF | 21,747 | $12,219,806 | 3.39% | |
| 5. | Spdr Series Trust | 76,561 | $10,387,778 | 2.88% |
