Instuitional Investor - Copia Wealth Management
Fund Profile
Filing Period:
| Fund Name: | Copia Wealth Management |
| Portfolio Value | $105,074,164 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Us Treasury 3 Month Bill Etf - ETF | 128,268 | $6,395,442 | 6.09% | |
| 2. | Spdr Series Trust | 79,473 | $5,478,869 | 5.21% | |
| 3. | Us Treasury 6 Month Bill Etf - ETF | 96,946 | $4,850,694 | 4.62% | |
| 4. | Strive Enhanced Income Short Maturity Etf - ETF | 232,809 | $4,721,367 | 4.49% | |
| 5. | Pacer Us Cash Cows 100 Etf - ETF | 73,573 | $4,155,403 | 3.95% |
