Instuitional Investor - Amplius Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Amplius Wealth Advisors, Llc |
| Portfolio Value | $975,296,416 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 1,043,413 | $105,144,335 | 10.78% | |
| 2. | Putnam Etf Trust | 1,727,791 | $64,135,593 | 6.57% | |
| 3. | Bondbloxx Etf Trust | 1,041,177 | $51,100,985 | 5.23% | |
| 4. | Rbb Fd Inc - MOTLEY FOL ETF | 803,546 | $48,309,203 | 4.95% | |
| 5. | Columbia Etf Tr I | 1,351,246 | $46,780,144 | 4.79% |
