Instuitional Investor - Opal Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Opal Wealth Advisors, Llc |
| Portfolio Value | $253,842,785 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Legg Mason Etf Invt | 395,918 | $23,628,180 | 9.3% | |
| 2. | Ishares Tr | 435,864 | $20,729,692 | 8.16% | |
| 3. | Vanguard Index Fds | 98,126 | $17,659,802 | 6.95% | |
| 4. | J P Morgan Exchange Traded F | 285,393 | $14,543,628 | 5.72% | |
| 5. | FNDF | 166,975 | $12,576,587 | 4.95% |
