Instuitional Investor - Stonehaven Wealth & Tax Solutions, Llc
Fund Profile
Filing Period:
| Fund Name: | Stonehaven Wealth & Tax Solutions, Llc |
| Portfolio Value | $111,284,956 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | J P Morgan Exchange Traded F | 150,706 | $10,899,058 | 9.79% | |
| 2. | Spdr Series Trust | 135,620 | $10,879,436 | 9.78% | |
| 3. | IEF | 83,991 | $8,389,021 | 7.54% | |
| 4. | First Tr Exchange-Traded Fd - SMID RISNG ETF | 170,516 | $6,534,173 | 5.87% | |
| 5. | First Tr Exchng Traded Fd Vi | 238,888 | $6,012,811 | 5.4% |