Instuitional Investor - 49 Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | 49 Wealth Management, Llc |
| Portfolio Value | $829,909,681 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Opal Dividend Income Etf | 2,624,626 | $89,184,783 | 10.75% | |
| 2. | Spdr Series Trust | 1,286,521 | $84,601,621 | 10.19% | |
| 3. | Ishares Core Msci Eafe Etf - CORE MSCI EAFE | 1,017,384 | $76,965,067 | 9.27% | |
| 4. | The Opal International Div In Etf | 2,325,575 | $63,906,797 | 7.7% | |
| 5. | Vanguard Value Etf - VALUE ETF | 239,396 | $41,353,179 | 4.98% |
