Instuitional Investor - Avaii Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Avaii Wealth Management, Llc |
| Portfolio Value | $203,181,390 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 45,001 | $26,491,359 | 13.03% | |
| 2. | J P Morgan Exchange Traded F - ACTIVE BOND ETF | 300,850 | $15,719,428 | 7.73% | |
| 3. | J P Morgan Exchange Traded F - ACTIVE VALUE ETF | 167,826 | $10,623,357 | 5.22% | |
| 4. | AMZN | 44,086 | $9,671,970 | 4.76% | |
| 5. | First Tr Exchange-Traded Fd | 119,055 | $9,341,074 | 4.59% |
