Instuitional Investor - Cogentblue Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Cogentblue Wealth Advisors, Llc |
| Portfolio Value | $113,566,551 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | American Centy Etf Tr | 310,921 | $20,234,764 | 17.81% | |
| 2. | IEF | 62,448 | $8,032,124 | 7.07% | |
| 3. | Dimensional Etf Trust | 225,075 | $7,605,284 | 6.69% | |
| 4. | Vanguard Scottsdale Funds | 126,743 | $7,351,105 | 6.47% | |
| 5. | Ishares Tr | 91,372 | $5,890,730 | 5.18% |
