Instuitional Investor - Wr Wealth Planners, Llc
Fund Profile
Filing Period:
| Fund Name: | Wr Wealth Planners, Llc |
| Portfolio Value | $311,026,553 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SPY | 56,913 | $33,355,284 | 10.72% | |
| 2. | Access Treasury 0-1 Year Etf | 256,747 | $25,654,169 | 8.24% | |
| 3. | Pacer Us Cash Cows 100 Etf | 445,126 | $25,140,702 | 8.08% | |
| 4. | Avantis International Equity Etf | 264,535 | $16,234,488 | 5.21% | |
| 5. | Avantis U.s. Equity Etf | 150,382 | $14,576,571 | 4.68% |
