Instuitional Investor - Axis Wealth Partners, Llc
Fund Profile
Filing Period:
| Fund Name: | Axis Wealth Partners, Llc |
| Portfolio Value | $118,655,311 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Wisdomtree Tr | 59,408 | $4,807,882 | 4.05% | |
| 2. | Fidelity Merrimack Str Tr | 102,379 | $4,593,735 | 3.87% | |
| 3. | Vanguard Index Fds | 8,413 | $4,532,897 | 3.82% | |
| 4. | Vanguard Whitehall Funds | 61,179 | $4,152,857 | 3.49% | |
| 5. | FNDF | 140,945 | $3,850,607 | 3.24% |
