Instuitional Investor - Highland Financial Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Highland Financial Advisors, Llc |
| Portfolio Value | $288,667 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 464,004 | $31,988 | 11.08% | |
| 2. | Invesco Exch Traded Fd Tr Ii | 126,679 | $26,660 | 9.23% | |
| 3. | American Centy Etf Tr | 273,440 | $26,504 | 9.18% | |
| 4. | Dimensional Etf Trust | 636,277 | $25,763 | 8.92% | |
| 5. | Vanguard Scottsdale Funds | 216,517 | $22,366 | 7.74% |
