Instuitional Investor - Forza Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Forza Wealth Management, Llc |
| Portfolio Value | $276,539,496 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IAU | 208,763 | $16,945,293 | 6.13% | |
| 2. | Dimensional Etf Trust | 291,349 | $11,103,310 | 4.02% | |
| 3. | BND | 109,618 | $8,638,995 | 3.12% | |
| 4. | Invesco Exchange Traded Fd T - S&P 100 EQL WIGH | 67,107 | $7,929,363 | 2.87% | |
| 5. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 142,673 | $7,217,827 | 2.61% |
Hedge Fund Resource Center 
