Instuitional Investor - Amplius Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Amplius Wealth Advisors, Llc |
| Portfolio Value | $1,191,949,254 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ea Series Trust | 8,947,289 | $244,634,984 | 20.52% | |
| 2. | Putnam Etf Trust | 2,039,763 | $92,952,023 | 7.8% | |
| 3. | Columbia Etf Tr I | 1,624,583 | $66,347,983 | 5.57% | |
| 4. | Rbb Fd Inc - MOTLEY FOL ETF | 914,215 | $65,613,225 | 5.5% | |
| 5. | Ishares Tr - 0-5 YR TIPS ETF | 482,698 | $49,423,418 | 4.15% |
Hedge Fund Resource Center 
