Instuitional Investor - Iam Advisory, Llc
Fund Profile
Filing Period:
| Fund Name: | Iam Advisory, Llc |
| Portfolio Value | $450,024,554 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Capital Group Dividend Value | 1,426,848 | $62,267,639 | 13.84% | |
| 2. | Wisdomtree Tr | 661,828 | $59,187,241 | 13.15% | |
| 3. | Proshares Tr - S&P 500 DV ARIST | 386,667 | $40,240,394 | 8.94% | |
| 4. | American Centy Etf Tr - INTL EQT ETF | 409,906 | $33,743,469 | 7.5% | |
| 5. | Capital Grp Fixed Incm Etf T | 1,257,483 | $28,469,410 | 6.33% |
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