Instuitional Investor - Strata Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Strata Wealth Advisors, Llc |
| Portfolio Value | $359,399,149 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | FNDF | 1,241,026 | $56,106,781 | 15.61% | |
| 2. | Vanguard Scottsdale Funds | 905,348 | $53,171,063 | 14.79% | |
| 3. | Vanguard Index Fds - GROWTH ETF | 99,767 | $48,672,405 | 13.54% | |
| 4. | BRK.A | 65,669 | $33,008,523 | 9.18% | |
| 5. | Capital Group Intl Focus Eqt | 532,320 | $15,730,068 | 4.38% |
Hedge Fund Resource Center 
