Instuitional Investor - Adamsbrown Wealth Consultants Llc
Fund Profile
Filing Period:
| Fund Name: | Adamsbrown Wealth Consultants Llc |
| Portfolio Value | $293,423,760 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | FNDF | 1,533,215 | $41,887,424 | 14.27% | |
| 2. | Capital Group Growth Etf | 829,997 | $30,850,990 | 10.51% | |
| 3. | Capital Grp Fixed Incm Etf T | 1,174,463 | $26,073,071 | 8.88% | |
| 4. | Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF | 107,294 | $22,580,076 | 7.69% | |
| 5. | Ishares Tr - HDG MSCI EAFE | 548,340 | $19,054,804 | 6.49% |
