Instuitional Investor - Rise Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Rise Advisors, Llc
Portfolio Value $143,009,144
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Growth Etf
37,834 $21,088,181 14.74%
2.
Vanguard Value Etf
138,346 $20,682,653 14.46%
3.
Dimensional Etf Trust
415,879 $17,633,272 12.33%
4.
Janus Henderson Mortgage-Backed Securities Etf
217,780 $10,004,834 6.99%
5.
Janus Henderson Short Duration Income Etf
197,066 $9,522,252 6.65%