Instuitional Investor - Leo Wealth, Llc
Fund Profile
Filing Period:
Fund Name: | Leo Wealth, Llc |
Portfolio Value | $1,115,817,646 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard World Fd - ESG US STK ETF | 693,539 | $72,737,198 | 6.51% | |
2. | AFRM | 1,025,513 | $62,453,742 | 5.59% | |
3. | Goldman Sachs Etf Tr | 479,463 | $55,218,677 | 4.94% | |
4. | JNJ | 375,697 | $54,333,264 | 4.86% | |
5. | American Centy Etf Tr - US EQT ETF | 443,635 | $42,999,785 | 3.85% |