Emerald Investment Partners, LLC
Q1 2020 13F Holdings
- Locationcary, NC
- Num holdings
263
- Value ($000)
$163,447
- Date Filed05/12/2020
- Form type13F-HR
- CIK0001729303
- 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 2020 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $11.08M | 7 % | 42,864 | ||
DGRO ISHARES TR | CORE DIV GRWTH | 46434V621 | $7.13M | 4 % | 218,938 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $6.36M | 4 % | 55,134 | ||
MGV VANGUARD WORLD FD | MEGA CAP VAL ETF | 921910840 | $5.01M | 3 % | 75,793 | ||
MGK VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 | $4.97M | 3 % | 39,074 | ||
PWS PACER FDS TR | WEALTHSHIELD | 69374H840 | $4.91M | 3 % | 208,381 | ||
KRE SPDR SER TR | PORTFOLIO AGRGTE | 78464A649 | $4.32M | 3 % | 143,032 | ||
GOVT ISHARES TR | US TREAS BD ETF | 46429B267 | $4.26M | 3 % | 152,251 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $3.90M | 2 % | 37,764 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $3.73M | 2 % | 74,685 |
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