Instuitional Investor - Triangle Securities Wealth Management

Fund Profile
Filing Period:
Fund Name: Triangle Securities Wealth Management
Portfolio Value $474,322,064
Filing Period:
No. Security Ticker Shares Value % Port
1. IEF 276,767 $18,169,638 3.83%
2.
J P Morgan Exchange Traded F - ACTIVE VALUE ETF
240,658 $17,260,007 3.64%
3. AAPL 60,723 $15,980,642 3.37%
4. FNDF 516,831 $15,541,101 3.28%
5.
Vanguard World Fund
20,192 $15,220,462 3.21%