Instuitional Investor - San Luis Wealth Advisors Llc
Fund Profile
Filing Period:
| Fund Name: | San Luis Wealth Advisors Llc |
| Portfolio Value | $442,212 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ea Series Trust | 2,178,081 | $58,438 | 13.21% | |
| 2. | Vanguard Malvern Fds - CORE BD ETF | 434,881 | $33,673 | 7.61% | |
| 3. | AAPL | 126,633 | $28,129 | 6.36% | |
| 4. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 495,496 | $25,087 | 5.67% | |
| 5. | Vanguard Mun Bd Fds | 384,741 | $19,091 | 4.32% |
