Instuitional Investor - Koa Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Koa Wealth Management, Llc
Portfolio Value $145,636,632
Filing Period:
No. Security Ticker Shares Value % Port
1. BRK.A 38,868 $19,537,000 13.41%
2. AAPL 57,295 $15,576,131 10.7%
3. GOOGL 32,742 $10,248,246 7.04%
4.
Ishares Tr
77,798 $7,809,363 5.36%
5. HALO 93,108 $6,266,168 4.3%