Instuitional Investor - Rooted Wealth Advisors, Inc.
Fund Profile
Filing Period:
| Fund Name: | Rooted Wealth Advisors, Inc. |
| Portfolio Value | $232,106,552 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 77,431 | $36,045,857 | 15.53% | |
| 2. | Ishares Tr | 248,475 | $14,021,428 | 6.04% | |
| 3. | J P Morgan Exchange Traded F | 249,478 | $13,007,803 | 5.6% | |
| 4. | Invesco Actively Managed Exc | 248,579 | $11,732,929 | 5.05% | |
| 5. | Ishares Tr - CORE MSCI TOTAL | 180,039 | $11,623,319 | 5.01% |
