HART & PATTERSON FINANCIAL GROUP LLC - Portfolio overview

HART & PATTERSON FINANCIAL GROUP LLC has 72 reported holdings in this dataset, with the latest filing dated 2025-01-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Basic Materials and Technology.

Largest reported holdings by portfolio allocation

1. VEA - VANGUARD TAX-MANAGED FDS, 9.93%
2. SCHX - SCHWAB STRATEGIC TR, 7.15%
3. BNDX - VANGUARD CHARLOTTE FDS, 4.57%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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