Instuitional Investor - Palo Alto Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Palo Alto Wealth Advisors, Llc |
| Portfolio Value | $132,266,953 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vaneck Etf Trust | 305,018 | $25,886,878 | 19.57% | |
| 2. | Wisdomtree Tr | 208,679 | $14,665,960 | 11.08% | |
| 3. | Ishares Tr | 76,568 | $11,273,599 | 8.52% | |
| 4. | MSFT | 28,323 | $10,650,581 | 8.05% | |
| 5. | Wisdomtree Tr | 201,960 | $10,146,470 | 7.67% |
