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Aprio Wealth Management, LLC

Q1 2020 Holdings

Filed 2020-04-16 | 60 holdings | $273.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Vanguard Index FDS(VNQ)REAL ESTATE ETF922908553$1.2K17,3160.4%
Ishares TR(IWF)RUS 1000 GRW ETF464287614$1.5K10,0880.6%
Ishares TR(IWD)RUS 1000 VAL ETF464287598$1.7K17,3080.6%
Spdr Gold Trust(GLD)GOLD SHS78463V107$2.4K16,3580.9%
Select Sector Spdr TR(XLK)TECHNOLOGY81369Y803$2.4K30,1610.9%
Spdr SER TR(SPYG)PRTFLO S&P500 GW78464A409$3.1K87,9981.1%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$3.8K14,6251.4%
Ishares TR(SHV)SHORT TREAS BD464288679$16.3K147,1616.0%
Ishares TR(AGG)CORE US AGGBD ET464287226$20.4K176,7677.5%
DLH Hldgs Corp(DLHC)COM23335Q100$195.0K46,29771.3%
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