Instuitional Investor - 49 Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | 49 Wealth Management, Llc |
| Portfolio Value | $1,228,902,222 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 1,997,722 | $160,257,296 | 13.04% | |
| 2. | VLUE | 1,632,826 | $146,072,619 | 11.89% | |
| 3. | Opal Dividend Income Etf | 3,879,493 | $141,061,850 | 11.48% | |
| 4. | The Opal International Div In Etf | 3,664,407 | $116,454,842 | 9.48% | |
| 5. | Vanguard Value Etf - VALUE ETF | 366,370 | $69,972,922 | 5.69% |