Instuitional Investor - Consultiva Wealth Management, Corp.
Fund Profile
Filing Period:
| Fund Name: | Consultiva Wealth Management, Corp. |
| Portfolio Value | $12,570,112 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 6,205 | $3,274,192 | 26.05% | |
| 2. | Vanguard Whitehall Funds | 17,468 | $2,239,397 | 17.82% | |
| 3. | Vanguard Star Fds | 32,238 | $2,087,088 | 16.6% | |
| 4. | Vanguard Index Fds - SMALL CP ETF | 4,653 | $1,103,738 | 8.78% | |
| 5. | Indexiq Etf Trust | 33,244 | $1,066,453 | 8.48% |
