Instuitional Investor - Copia Wealth Management
Fund Profile
Filing Period:
| Fund Name: | Copia Wealth Management |
| Portfolio Value | $108,115,293 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Us Treasury 3 Month Bill Etf - ETF | 123,865 | $6,194,489 | 5.73% | |
| 2. | Spdr Series Trust | 81,440 | $5,355,494 | 4.95% | |
| 3. | Strive Enhanced Income Short Maturity Etf - ETF | 263,535 | $5,352,396 | 4.95% | |
| 4. | Us Treasury 6 Month Bill Etf - ETF | 93,286 | $4,680,159 | 4.33% | |
| 5. | GLD | 15,296 | $4,407,387 | 4.08% |
