Instuitional Investor - Cpa Asset Management Llc
Fund Profile
Filing Period:
| Fund Name: | Cpa Asset Management Llc |
| Portfolio Value | $284,971,476 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 680,180 | $31,315,488 | 10.99% | |
| 2. | Dimensional Etf Trust | 670,917 | $21,851,767 | 7.67% | |
| 3. | IAU | 249,090 | $20,218,636 | 7.09% | |
| 4. | Dimensional Etf Trust | 431,657 | $16,450,449 | 5.77% | |
| 5. | Dimensional Etf Trust | 393,179 | $14,952,598 | 5.25% |