Instuitional Investor - Rooted Wealth Advisors, Inc.
Fund Profile
Filing Period:
| Fund Name: | Rooted Wealth Advisors, Inc. |
| Portfolio Value | $355,468,579 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 81,725 | $51,560,996 | 14.51% | |
| 2. | Invesco Exch Traded Fd Tr Ii - S&P INTL MOMNT | 336,725 | $19,620,976 | 5.52% | |
| 3. | Ishares Tr | 262,625 | $19,187,347 | 5.4% | |
| 4. | Spdr Series Trust | 183,995 | $19,133,653 | 5.38% | |
| 5. | J P Morgan Exchange Traded F | 226,439 | $13,264,819 | 3.73% |
Hedge Fund Resource Center 
