Instuitional Investor - Octavia Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Octavia Wealth Advisors, Llc |
| Portfolio Value | $1,047,003,211 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 2,289,497 | $130,066,331 | 12.42% | |
| 2. | Spdr Series Trust | 1,104,283 | $117,827,019 | 11.25% | |
| 3. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 1,740,989 | $80,616,917 | 7.7% | |
| 4. | Ishares Inc - CORE MSCI EMKT | 776,763 | $52,214,033 | 4.99% | |
| 5. | AAPL | 180,059 | $48,950,728 | 4.68% |
Hedge Fund Resource Center 
