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Home > Institutional Investor > Precedent Wealth Partners, Llc > Profile

Instuitional Investor - Precedent Wealth Partners, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Precedent Wealth Partners, Llc
Portfolio Value	$476,827,251

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Tax-Managed Fds		455,712	$28,468,304	5.97%
2.	Vanguard Index Fds		81,163	$27,211,486	5.71%
3.	Vanguard Index Fds - S&P 500 ETF SHS		20,782	$13,032,889	2.73%
4.	Watford Holdings Ltd.	WTRE	251,334	$12,968,809	2.72%
5.	Ishares Trust	IEF	18,693	$12,803,858	2.69%