Instuitional Investor - Dogwood Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Dogwood Wealth Management Llc |
| Portfolio Value | $189,049,658 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 268,726 | $12,057,731 | 6.38% | |
| 2. | Spdr Series Trust | 206,496 | $10,560,186 | 5.59% | |
| 3. | Vanguard Index Fds | 32,644 | $9,460,618 | 5% | |
| 4. | American Centy Etf Tr | 139,379 | $9,415,060 | 4.98% | |
| 5. | Invesco Qqq Tr | 15,389 | $7,867,214 | 4.16% |
