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Home > Institutional Investor > Springvest Wealth Management Llc > Profile

Instuitional Investor - Springvest Wealth Management Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Springvest Wealth Management Llc
Portfolio Value	$143,500,799

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Scottsdale Funds		250,501	$20,979,500	14.62%
2.	Spdr S & P 500 Etf Trust	SPY	17,053	$11,628,848	8.1%
3.	Berkshire Hathaway Inc	BRK.A	22,179	$11,148,190	7.77%
4.	Vanguard Bd Index Fds - VANGUARD ULTRA		203,716	$10,153,181	7.08%
5.	Dimensional Etf Trust		232,460	$9,893,480	6.89%