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Home > Institutional Investor > Elevate Wealth Advisory, Inc > Profile

Instuitional Investor - Elevate Wealth Advisory, Inc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Elevate Wealth Advisory, Inc
Portfolio Value	$146,274,653

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	IEF	105,103	$15,627,822	10.68%
2.	Vanguard Bond Index Funds	BND	153,799	$12,120,862	8.29%
3.	Vanguard Scottsdale Funds		191,597	$11,482,425	7.85%
4.	Dimensional Etf Trust		228,912	$11,422,724	7.81%
5.	Ishares Tr - 0-5 YR TIPS ETF		78,457	$8,033,212	5.49%