Instuitional Investor - Wespac Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Wespac Advisors, Llc |
| Portfolio Value | $184,443,190 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 13,543 | $9,276,222 | 5.03% | |
| 2. | J P Morgan Exchange Traded F - ACTIVE BOND ETF | 129,477 | $7,000,821 | 3.8% | |
| 3. | J P Morgan Exchange Traded F | 68,575 | $5,505,098 | 2.98% | |
| 4. | Vanguard Index Fds - S&P 500 ETF SHS | 7,445 | $4,668,983 | 2.53% | |
| 5. | Capital Group Dividend Value | 102,552 | $4,475,366 | 2.43% |