Instuitional Investor - Oregon Pacific Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Oregon Pacific Wealth Management, Llc |
| Portfolio Value | $96,801,996 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ea Series Trust | 281,801 | $8,439,940 | 8.72% | |
| 2. | Spdr Index Shs Fds | 152,585 | $6,776,300 | 7% | |
| 3. | Spdr Series Trust | 206,329 | $5,950,528 | 6.15% | |
| 4. | Ea Series Trust | 228,001 | $5,767,286 | 5.96% | |
| 5. | Ea Series Trust | 131,302 | $4,631,022 | 4.78% |