Instuitional Investor - Rise Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Rise Advisors, Llc |
| Portfolio Value | $280,345,712 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Growth Etf - ETF | 101,388 | $49,463,211 | 17.64% | |
| 2. | First Trust Rising Dividend Achievers Etf - ETF | 440,766 | $30,620,036 | 10.92% | |
| 3. | Vanguard Value Etf - ETF | 150,747 | $28,791,167 | 10.27% | |
| 4. | Vanguard Core Bond Etf - ETF | 286,869 | $22,345,624 | 7.97% | |
| 5. | Ft Vest Laddered Moderate Buffer Etf - ETF | 656,390 | $17,414,030 | 6.21% |
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