Instuitional Investor - Lord & Richards Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Lord & Richards Wealth Management, Llc |
| Portfolio Value | $47,385,688 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 50,109 | $3,454,516 | 7.29% | |
| 2. | Bny Mellon Etf Trust - CORE BOND ETF | 76,641 | $3,159,141 | 6.66% | |
| 3. | Etf Ser Solutions | 77,162 | $3,104,998 | 6.55% | |
| 4. | Etf Ser Solutions | 86,932 | $2,384,544 | 5.03% | |
| 5. | Vanguard Scottsdale Funds | 24,351 | $1,416,741 | 2.98% |
