Instuitional Investor - Axis Wealth Partners, Llc
Fund Profile
Filing Period:
| Fund Name: | Axis Wealth Partners, Llc |
| Portfolio Value | $181,041,337 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 10,353 | $6,492,968 | 3.59% | |
| 2. | Wisdomtree Tr | 71,842 | $6,424,847 | 3.55% | |
| 3. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 138,260 | $6,365,495 | 3.52% | |
| 4. | Vanguard Whitehall Funds | 69,940 | $6,294,640 | 3.48% | |
| 5. | Vanguard Index Fds - GROWTH ETF | 8,383 | $4,089,716 | 2.26% |
Hedge Fund Resource Center 
