Instuitional Investor - Eq Wealth Advisors, Llc
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 - ETF | 384,059 | $10,477,122 | 10.07% | |
3. | Vanguard Extended Duration Treasury Etf - ETF | 120,427 | $8,155,290 | 7.83% | |
4. | FNDF | 305,919 | $7,901,898 | 7.59% | |
5. | Capital Group Growth Etf - ETF | 156,071 | $5,801,169 | 5.57% |