Instuitional Investor - Morganrosel Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Morganrosel Wealth Management, Llc |
| Portfolio Value | $329,448,731 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Total Stock Market Etf - ETF | 227,910 | $62,638,784 | 19.01% | |
| 2. | FNDF | 1,226,748 | $24,265,075 | 7.37% | |
| 3. | SPY | 18,515 | $10,357,106 | 3.14% | |
| 4. | Ishares Msci Usa Min Vol Factor Etf - ETF | 101,661 | $9,521,569 | 2.89% | |
| 5. | Pimco Etf Trust | 97,903 | $9,053,090 | 2.75% |
