Instuitional Investor - Lord & Richards Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Lord & Richards Wealth Management, Llc |
| Portfolio Value | $116,438,960 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 193,455 | $15,518,958 | 13.33% | |
| 2. | Etf Ser Solutions | 257,039 | $11,232,624 | 9.65% | |
| 3. | Bny Mellon Etf Trust - CORE BOND ETF | 238,966 | $10,128,083 | 8.7% | |
| 4. | Etf Ser Solutions | 283,886 | $8,082,197 | 6.94% | |
| 5. | Vanguard Tax-Managed Fds | 117,231 | $7,323,371 | 6.29% |
Hedge Fund Resource Center 
