Instuitional Investor - Consultiva Wealth Management, Corp.
Fund Profile
Filing Period:
Fund Name: | Consultiva Wealth Management, Corp. |
Portfolio Value | $3,900,879 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Indexiq Etf Trust | 58,166 | $1,746,789 | 44.77% | |
2. | Indexiq Etf Trust | 22,639 | $740,234 | 18.97% | |
3. | Vanguard Specialized Funds | 1,353 | $210,363 | 5.39% | |
4. | Invesco Exch Traded Fd Tr Ii | 5,313 | $208,217 | 5.33% | |
5. | Vanguard Whitehall Funds | 1,997 | $123,594 | 3.16% |