Instuitional Investor - Octavia Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Octavia Wealth Advisors, Llc |
| Portfolio Value | $824,142,121 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 1,589,822 | $81,303,490 | 9.86% | |
| 2. | Spdr Series Trust | 808,553 | $71,071,793 | 8.62% | |
| 3. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 1,463,599 | $66,018,372 | 8.01% | |
| 4. | AAPL | 193,158 | $48,370,661 | 5.86% | |
| 5. | Ishares Inc - CORE MSCI EMKT | 730,584 | $38,151,105 | 4.62% |
