Instuitional Investor - Walkner Condon Financial Advisors Llc
Fund Profile
Filing Period:
Fund Name: | Walkner Condon Financial Advisors Llc |
Portfolio Value | $494,426,321 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Spdr Index Shs Fds | 684,305 | $24,915,537 | 5.04% | |
2. | Spdr Series Trust | 344,866 | $22,678,420 | 4.59% | |
3. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 390,037 | $18,347,340 | 3.71% | |
4. | IEF | 31,556 | $17,731,441 | 3.59% | |
5. | Vanguard Index Fds - S&P 500 ETF SHS | 28,371 | $14,579,573 | 2.95% |