Instuitional Investor - Elevated Capital Advisors, Llc
Fund Profile
Filing Period:
Fund Name: | Elevated Capital Advisors, Llc |
Portfolio Value | $367,029,357 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Spdr Series Trust | 195,412 | $13,471,716 | 3.67% | |
2. | AAPL | 48,358 | $12,109,727 | 3.29% | |
3. | Vanguard Index Fds - GROWTH ETF | 28,834 | $11,834,640 | 3.22% | |
4. | Vanguard Tax-Managed Fds | 192,444 | $9,202,669 | 2.5% | |
5. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 172,392 | $8,455,842 | 2.3% |