Measured Wealth Private Client Group LLC

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Assets, Funds, Holdings

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Measured Wealth Private Client Group LLC
CRD #170442
SEC #801-80056
CIK #0001720235
AUM$294.0 MM
Employees7
Phone603-431-1444
Address303 Islington Street
Portsmouth, NH 3801
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
IVV 10.6
VYM 9.5
BND 6.7
OEF 6.2
BIV 4.3
VTI 3.3
SPY 2.8
VCIT 2.5
XLV 2.3
AGG 2.2
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Holdings by Sector ($BB)