Instuitional Investor - Rise Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Rise Advisors, Llc |
| Portfolio Value | $143,009,144 |
Top 13F Holdings
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% |
