Instuitional Investor - Dynamic Wealth Strategies, Llc

Fund Profile
Filing Period:
Fund Name: Dynamic Wealth Strategies, Llc
Portfolio Value $167,993,083
Filing Period:
No. Security Ticker Shares Value % Port
1. BND 209,268 $15,500,481 9.23%
2. IEF 99,109 $12,800,918 7.62%
3.
Ishares 0-3 Month Treasury Bond Etf - ETF
121,034 $12,149,393 7.23%
4.
Vanguard Value Etf - ETF
58,175 $11,110,843 6.61%
5.
Vanguard Scottsdale Funds
192,591 $9,067,184 5.4%