Instuitional Investor - Triad Wealth Partners, Llc
Fund Profile
Filing Period:
| Fund Name: | Triad Wealth Partners, Llc |
| Portfolio Value | $276,903,782 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 37,393 | $20,147,335 | 7.27% | |
| 2. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 408,683 | $18,828,026 | 6.79% | |
| 3. | IEF | 154,767 | $15,713,461 | 5.67% | |
| 4. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 350,166 | $15,711,950 | 5.67% | |
| 5. | Ishares Tr - MSCI USA QLT FCT | 58,596 | $10,434,624 | 3.76% |
