Instuitional Investor - Ai Financial Services Llc
Fund Profile
Filing Period:
| Fund Name: | Ai Financial Services Llc |
| Portfolio Value | $210,541,828 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 169,929 | $41,829,723 | 19.87% | |
| 2. | Touchstone Etf Trust | 1,048,058 | $29,723,963 | 14.12% | |
| 3. | Harris Oakmark Etf Trust | 600,145 | $17,020,121 | 8.08% | |
| 4. | 2023 Etf Series Trust | 462,753 | $16,913,627 | 8.03% | |
| 5. | Litman Gregory Fds Tr | 322,366 | $9,045,590 | 4.3% |