Instuitional Investor - Dogwood Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Dogwood Wealth Management Llc |
| Portfolio Value | $227,192,824 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 375,669 | $17,395,534 | 7.66% | |
| 2. | Putnam Etf Trust | 369,699 | $16,847,188 | 7.42% | |
| 3. | Vanguard Index Fds | 43,305 | $14,518,705 | 6.39% | |
| 4. | Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF | 45,261 | $11,447,326 | 5.04% | |
| 5. | Vaneck Merk Gold Trust | 233,291 | $9,676,911 | 4.26% |
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