Instuitional Investor - Eq Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Eq Wealth Advisors, Llc |
| Portfolio Value | $104,037,655 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | BRK.A | 26,159 | $11,857,352 | 11.39% | |
| 2. | Capital Group U.s. Multi-Sector Income Etf | 384,059 | $10,477,122 | 10.07% | |
| 3. | Vanguard Extended Duration Treasury Etf | 120,427 | $8,155,290 | 7.83% | |
| 4. | FNDF | 305,919 | $7,901,898 | 7.59% | |
| 5. | Capital Group Growth Etf | 156,071 | $5,801,169 | 5.57% |
