Instuitional Investor - Rooted Wealth Advisors, Inc.
Fund Profile
Filing Period:
| Fund Name: | Rooted Wealth Advisors, Inc. |
| Portfolio Value | $255,737 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 76,440 | $41,386 | 16.18% | |
| 2. | Ishares Tr | 256,076 | $15,682 | 6.13% | |
| 3. | J P Morgan Exchange Traded F | 248,038 | $14,302 | 5.59% | |
| 4. | Spdr Series Trust | 140,466 | $12,452 | 4.86% | |
| 5. | Ishares Tr - CORE MSCI TOTAL | 184,657 | $12,294 | 4.8% |
