Instuitional Investor - Rooted Wealth Advisors, Inc.
Fund Profile
Filing Period:
| Fund Name: | Rooted Wealth Advisors, Inc. |
| Portfolio Value | $191,237 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 67,340 | $30,574 | 15.98% | |
| 2. | Fidelity Merrimack Str Tr | 313,641 | $14,268 | 7.46% | |
| 3. | Invesco Exch Trd Slf Idx Fd | 210,039 | $10,479 | 5.47% | |
| 4. | Ishares Tr | 158,910 | $10,232 | 5.35% | |
| 5. | J P Morgan Exchange Traded F | 149,430 | $8,373 | 4.37% |
