Integer Wealth Advisors Group LLC

Q1 2021 13F Holdings

  • Location
    cartersville, GA
  • Num holdings

    81

  • Value ($000)

    $183,596

  • Date Filed
    04/12/2021
  • Form type
    13F-HR
  • CIK
    0001802098
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2021 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IWF
IWF

ISHARES TR

RUS 1000 GRW ETF
$17.57M
10 %

68,434

AGG
AGG

ISHARES TR

CORE US AGGBD ET
$13.11M
7 %

114,855

AAPL
AAPL

APPLE INC

COM
$10.96M
6 %

82,413

SHY
SHY

ISHARES TR

1 3 YR TREAS BD
$9.38M
5 %

108,730

IWV
IWV

ISHARES TR

RUSSELL 3000 ETF
$9.11M
5 %

37,036

IVV
IVV

ISHARES TR

CORE S&P500 ETF
$8.46M
5 %

20,479

IVE
IVE

ISHARES TR

S&P 500 VAL ETF
$8.30M
5 %

57,659

IWD
IWD

ISHARES TR

RUS 1000 VAL ETF
$6.71M
4 %

43,359

IEFA
IEFA

ISHARES TR

CORE MSCI EAFE
$6.61M
4 %

89,015

IJH
IJH

ISHARES TR

CORE S&P MCP ETF
$5.24M
3 %

19,697

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