Instuitional Investor - Wise Wealth Partners
Fund Profile
Filing Period:
| Fund Name: | Wise Wealth Partners |
| Portfolio Value | $41,854,797 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 69,853 | $4,593,555 | 10.97% | |
| 2. | Ishares Tr - US TREAS BD ETF | 195,150 | $4,485,519 | 10.72% | |
| 3. | GLD | 15,380 | $4,431,494 | 10.59% | |
| 4. | Ishares Tr - MSCI USA QLT FCT | 16,461 | $2,812,971 | 6.72% | |
| 5. | Capital Grp Fixed Incm Etf T | 110,461 | $2,479,847 | 5.92% |
