Integer Wealth Advisors Group LLC
Q1 2021 13F Holdings
- Locationcartersville, GA
- Num holdings
81
- Value ($000)
$183,596
- Date Filed04/12/2021
- Form type13F-HR
- CIK0001802098
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2021 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
---|---|---|---|---|---|---|---|
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $17.57M | 10 % | 68,434 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $13.11M | 7 % | 114,855 | ||
AAPL APPLE INC | COM | 037833100 | $10.96M | 6 % | 82,413 | ||
SHY ISHARES TR | 1 3 YR TREAS BD | 464287457 | $9.38M | 5 % | 108,730 | ||
IWV ISHARES TR | RUSSELL 3000 ETF | 464287689 | $9.11M | 5 % | 37,036 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $8.46M | 5 % | 20,479 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $8.30M | 5 % | 57,659 | ||
IWD ISHARES TR | RUS 1000 VAL ETF | 464287598 | $6.71M | 4 % | 43,359 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $6.61M | 4 % | 89,015 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $5.24M | 3 % | 19,697 |
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