Instuitional Investor - Etesian Wealth Advisors, Inc.
Fund Profile
Filing Period:
| Fund Name: | Etesian Wealth Advisors, Inc. |
| Portfolio Value | $318,930,576 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Wisdomtree Tr | 422,290 | $21,249,619 | 6.66% | |
| 2. | SMH | 191,301 | $19,811,158 | 6.21% | |
| 3. | Wisdomtree Tr | 285,340 | $16,740,898 | 5.25% | |
| 4. | Vanguard Tax-Managed Fds | 230,112 | $14,375,068 | 4.51% | |
| 5. | First Tr Exchng Traded Fd Vi | 563,499 | $14,183,270 | 4.45% |