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
I
IWF

ISHARES TR

RUS 1000 GRW ETF
464287614
$17.57M
10 %

68,434

A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$13.11M
7 %

114,855

A
AAPL

APPLE INC

COM
037833100
$10.96M
6 %

82,413

S
SHY

ISHARES TR

1 3 YR TREAS BD
464287457
$9.38M
5 %

108,730

I
IWV

ISHARES TR

RUSSELL 3000 ETF
464287689
$9.11M
5 %

37,036

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$8.46M
5 %

20,479

I
IVE

ISHARES TR

S&P 500 VAL ETF
464287408
$8.30M
5 %

57,659

I
IWD

ISHARES TR

RUS 1000 VAL ETF
464287598
$6.71M
4 %

43,359

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$6.61M
4 %

89,015

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$5.24M
3 %

19,697

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