Instuitional Investor - Cogentblue Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Cogentblue Wealth Advisors, Llc |
| Portfolio Value | $146,750,908 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | American Centy Etf Tr | 262,390 | $24,656,755 | 16.8% | |
| 2. | Vanguard Scottsdale Funds | 160,303 | $9,606,954 | 6.55% | |
| 3. | IEF | 59,581 | $8,859,026 | 6.04% | |
| 4. | Dimensional Etf Trust | 230,783 | $8,776,677 | 5.98% | |
| 5. | Dimensional Etf Trust | 222,664 | $7,050,656 | 4.8% |