Instuitional Investor - 49 Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | 49 Wealth Management, Llc |
| Portfolio Value | $701,744,857 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 1,022,501 | $70,491,207 | 10.04% | |
| 2. | Opal Dividend Income Etf | 2,140,008 | $68,501,655 | 9.76% | |
| 3. | Ishares Msci Usa Qlty Fact Etf | 305,498 | $54,403,168 | 7.75% | |
| 4. | Ishares Core Msci Eafe Etf | 749,842 | $52,698,918 | 7.5% | |
| 5. | Spdr Bloomberg 1 3 Mnth T Bll Etf | 463,294 | $42,358,996 | 6.03% |
