Instuitional Investor - Keudellrrison Wealth Management
Fund Profile
Filing Period:
| Fund Name: | Keudellrrison Wealth Management |
| Portfolio Value | $424,014,777 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Franklin Templeton Etf Tr - SENIOR LOAN ETF | 1,518,039 | $36,539,206 | 8.62% | |
| 2. | Vaneck Etf Trust | 1,189,488 | $30,391,418 | 7.17% | |
| 3. | Simplify Exchange Traded Fun | 839,669 | $23,993,544 | 5.66% | |
| 4. | FNDF | 853,043 | $23,851,068 | 5.63% | |
| 5. | FNDF | 625,116 | $22,591,703 | 5.33% |
