Instuitional Investor - Stonehaven Wealth & Tax Solutions, Llc
Fund Profile
Filing Period:
| Fund Name: | Stonehaven Wealth & Tax Solutions, Llc |
| Portfolio Value | $91,864,262 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 134,742 | $9,289,113 | 10.11% | |
| 2. | J P Morgan Exchange Traded F | 102,409 | $5,847,554 | 6.36% | |
| 3. | IEF | 58,049 | $5,624,948 | 6.12% | |
| 4. | First Tr Exchange-Traded Fd | 108,334 | $3,883,774 | 4.22% | |
| 5. | First Tr Exchng Traded Fd Vi | 153,089 | $3,773,644 | 4.1% |
