Instuitional Investor - Shorehaven Wealth Partners, Llc
Fund Profile
Filing Period:
| Fund Name: | Shorehaven Wealth Partners, Llc |
| Portfolio Value | $211,745,413 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 241,195 | $24,488,543 | 11.56% | |
| 2. | Ishares Tr | 402,888 | $24,314,300 | 11.48% | |
| 3. | Blackrock Etf Trust | 239,769 | $12,288,162 | 5.8% | |
| 4. | Ishares Tr | 59,286 | $10,557,801 | 4.98% | |
| 5. | Wisdomtree Trust | 275,754 | $9,921,661 | 4.68% |
