Instuitional Investor - Copia Wealth Management
Fund Profile
Filing Period:
| Fund Name: | Copia Wealth Management |
| Portfolio Value | $139,944,982 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Strive Enhanced Income Short Maturity Etf - ETF | 398,671 | $8,069,101 | 5.77% | |
| 2. | Spdr Series Trust | 83,756 | $6,718,906 | 4.8% | |
| 3. | Us Treasury 3 Month Bill Etf - ETF | 105,623 | $5,268,475 | 3.76% | |
| 4. | GLD | 13,240 | $5,247,140 | 3.75% | |
| 5. | Eldridge Aaa Clo Etf - ETF | 183,609 | $4,683,866 | 3.35% |
Hedge Fund Resource Center 
