Instuitional Investor - Advyzon Investment Management, Llc
Fund Profile
Filing Period:
Fund Name: | Advyzon Investment Management, Llc |
Portfolio Value | $259,180,507 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds | 101,370 | $29,378,038 | 11.33% | |
2. | BND | 187,026 | $13,449,029 | 5.18% | |
3. | Spdr Index Shs Fds | 349,134 | $11,915,947 | 4.59% | |
4. | Ea Series Trust | 398,821 | $11,767,692 | 4.54% | |
5. | Vanguard Index Fds | 43,102 | $11,384,443 | 4.39% |