Instuitional Investor - Cascade Wealth Advisors, Inc
Fund Profile
Filing Period:
| Fund Name: | Cascade Wealth Advisors, Inc |
| Portfolio Value | $147,746,288 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr - FLTG RATE NT ETF | 257,611 | $13,107,248 | 8.87% | |
| 2. | Ishares Tr | 267,781 | $11,410,153 | 7.72% | |
| 3. | Vanguard Scottsdale Funds | 189,560 | $11,028,601 | 7.46% | |
| 4. | Vanguard Specialized Funds - DIV APP ETF | 47,637 | $9,328,664 | 6.31% | |
| 5. | Dimensional Etf Trust | 137,307 | $8,935,917 | 6.04% |
