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Triad Wealth Partners, LLC

Q2 2024 Holdings

Filed 2024-07-18 | 1003 holdings | $190.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Vanguard Index FDS(VOO)S&P 500 ETF SHS922908363$16.1M32,1648.4%
Fidelity Merrimack STR TR(FBND)TOTAL BD ETF316188309$17.1M379,9138.9%
Vanguard BD Index FDS(BND)TOTAL BND MRKT921937835$17.6M243,8419.2%
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