Instuitional Investor - Rise Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Rise Advisors, Llc |
| Portfolio Value | $207,895,308,000 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Value Etf | 173,019 | $29,292,121 | 14.08% | |
| 2. | Vanguard Growth Etf | 69,909 | $28,693,331 | 13.8% | |
| 3. | Dimensional Etf Trust | 583,897 | $24,097,441 | 11.59% | |
| 4. | Janus Henderson Mortgage-Backed Securities Etf | 292,300 | $12,913,813 | 6.21% | |
| 5. | Janus Henderson Short Duration Income Etf | 197,995 | $9,683,936 | 4.65% |
