Instuitional Investor - Principia Wealth Advisory, Llc
Fund Profile
Filing Period:
| Fund Name: | Principia Wealth Advisory, Llc |
| Portfolio Value | $104,402,125 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 182,023 | $12,017,152 | 11.51% | |
| 2. | Spdr Portfolio Short Term Treasury Etf - ETF | 324,297 | $9,459,744 | 9.06% | |
| 3. | VWO | 153,468 | $8,914,941 | 8.54% | |
| 4. | Trueshares Structured Outcome (September) Etf - ETF | 214,561 | $7,764,468 | 7.44% | |
| 5. | ADVM | 1,696,815 | $6,074,597 | 5.82% |
