Instuitional Investor - Twin Peaks Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Twin Peaks Wealth Advisors, Llc |
| Portfolio Value | $219,501,640 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | AAPL | 63,491 | $12,834,112 | 5.85% | |
| 2. | IEF | 22,349 | $12,072,464 | 5.5% | |
| 3. | First Trust Tcw Opportunistic Fixed Income Etf - ETF | 209,560 | $9,074,996 | 4.13% | |
| 4. | META | 15,985 | $8,336,466 | 3.8% | |
| 5. | Ishares Core Total Usd Bond Market Etf - ETF | 166,172 | $7,557,523 | 3.44% |
