Instuitional Investor - Cascade Wealth Advisors, Inc
Fund Profile
Filing Period:
| Fund Name: | Cascade Wealth Advisors, Inc |
| Portfolio Value | $216,860,844 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Neos Etf Trust - NEOS S&P 500 HI | 329,951 | $17,441,212 | 8.04% | |
| 2. | Vanguard Scottsdale Funds | 265,515 | $15,606,989 | 7.2% | |
| 3. | Ishares Tr | 346,688 | $14,938,807 | 6.89% | |
| 4. | Ishares Tr - FLTG RATE NT ETF | 252,341 | $12,874,441 | 5.94% | |
| 5. | Vanguard Scottsdale Funds | 145,383 | $12,199,129 | 5.63% |
Hedge Fund Resource Center 
