Instuitional Investor - Optivise Advisory Services Llc
Fund Profile
Filing Period:
| Fund Name: | Optivise Advisory Services Llc |
| Portfolio Value | $173,474,594 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr | 165,697 | $8,361,055 | 4.82% | |
| 2. | Northern Lts Fd Tr Iii | 91,312 | $7,064,354 | 4.07% | |
| 3. | Northern Lts Fd Tr Iii | 111,541 | $6,912,179 | 3.98% | |
| 4. | Ishares U S Etf Tr | 103,164 | $5,271,670 | 3.04% | |
| 5. | SPY | 5,775 | $3,938,366 | 2.27% |