Instuitional Investor - 49 Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | 49 Wealth Management, Llc |
| Portfolio Value | $939,288,512 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 1,593,630 | $115,840,979 | 12.33% | |
| 2. | Opal Dividend Income Etf | 3,055,122 | $106,999,853 | 11.39% | |
| 3. | Ishares Core Msci Eafe Etf - CORE MSCI EAFE | 1,260,146 | $105,197,028 | 11.2% | |
| 4. | The Opal International Div In Etf | 2,798,194 | $81,875,152 | 8.72% | |
| 5. | Global X 1-3 Month T-Bill Etf | 634,034 | $63,669,659 | 6.78% |
