Instuitional Investor - Highland Financial Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Highland Financial Advisors, Llc |
| Portfolio Value | $360,653,800 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 508,404 | $40,784,189 | 11.31% | |
| 2. | Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF | 146,715 | $37,107,149 | 10.29% | |
| 3. | Dimensional Etf Trust | 744,328 | $34,834,573 | 9.66% | |
| 4. | American Centy Etf Tr - US EQT ETF | 310,056 | $34,658,013 | 9.61% | |
| 5. | Vanguard Scottsdale Funds | 227,962 | $27,754,383 | 7.7% |