Instuitional Investor - Amplius Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Amplius Wealth Advisors, Llc |
| Portfolio Value | $961,538,047 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 1,154,012 | $111,125,227 | 11.56% | |
| 2. | Putnam Etf Trust | 1,883,958 | $71,740,675 | 7.46% | |
| 3. | Columbia Etf Tr I | 1,512,538 | $50,234,454 | 5.22% | |
| 4. | Rbb Fd Inc - MOTLEY FOL ETF | 901,527 | $50,147,857 | 5.22% | |
| 5. | John Hancock Exchange Traded | 616,916 | $35,350,207 | 3.68% |
