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Home > Institutional Investor > Lakeridge Wealth Management Llc > Profile

Instuitional Investor - Lakeridge Wealth Management Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Lakeridge Wealth Management Llc
Portfolio Value	$220,013,137

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Fidelity Covington Trust		341,806	$19,376,955	8.81%
2.	Sherwin Williams Co	SHW	36,497	$11,826,074	5.38%
3.	Ishares Trust	VLUE	210,512	$10,262,453	4.66%
4.	American Centy Etf Tr - US EQT ETF		75,363	$8,424,117	3.83%
5.	Ishares Trust	IEF	11,363	$7,783,257	3.54%