Instuitional Investor - Mascagni Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Mascagni Wealth Management, Inc. |
| Portfolio Value | $116,355,575 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Convertible Bond Etf - ETF | 61,485 | $5,224,413 | 4.49% | |
| 2. | AAPL | 20,273 | $5,076,860 | 4.36% | |
| 3. | Invesco S&P Midcap Quality Etf - ETF | 50,821 | $5,004,329 | 4.3% | |
| 4. | Ishares High Yield Bond Etf - ETF | 90,961 | $4,276,060 | 3.67% | |
| 5. | MSFT | 8,418 | $3,548,375 | 3.05% |
