Instuitional Investor - Southern Style Financial, Inc.
Fund Profile
Filing Period:
| Fund Name: | Southern Style Financial, Inc. |
| Portfolio Value | $123,521,315 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 68,779 | $40,497,415 | 32.78% | |
| 2. | Capital Grp Fixed Incm Etf T - CORE BOND ETF | 697,633 | $17,991,968 | 14.56% | |
| 3. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 352,577 | $15,820,187 | 12.8% | |
| 4. | Ishares Tr | 279,382 | $13,896,516 | 11.25% | |
| 5. | IAU | 88,145 | $4,364,064 | 3.53% |
