Instuitional Investor - Octavia Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Octavia Wealth Advisors, Llc |
| Portfolio Value | $823,559,318 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 1,994,878 | $101,878,397 | 12.37% | |
| 2. | Spdr Series Trust | 1,041,037 | $83,668,137 | 10.16% | |
| 3. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 1,473,666 | $67,542,525 | 8.2% | |
| 4. | AAPL | 192,681 | $42,800,337 | 5.2% | |
| 5. | Ishares Inc - CORE MSCI EMKT | 729,102 | $39,349,633 | 4.78% |
