Instuitional Investor - Ruggaard & Associates Llc
Fund Profile
Filing Period:
| Fund Name: | Ruggaard & Associates Llc |
| Portfolio Value | $253,986,040 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | American Centy Etf Tr | 129,074 | $14,781,577 | 5.82% | |
| 2. | Capital Group Dividend Value | 338,707 | $14,781,157 | 5.82% | |
| 3. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 288,921 | $14,616,513 | 5.75% | |
| 4. | Capital Grp Fixed Incm Etf T | 624,738 | $14,144,078 | 5.57% | |
| 5. | Ishares Tr | 524,266 | $12,100,064 | 4.76% |