Instuitional Investor - 4wealth Advisors, Inc.
Fund Profile
Filing Period:
| Fund Name: | 4wealth Advisors, Inc. |
| Portfolio Value | $91,762,329 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Northern Lts Fd Tr Iv | 145,944 | $4,214,863 | 4.59% | |
| 2. | J P Morgan Exchange Traded F | 66,400 | $3,794,117 | 4.13% | |
| 3. | Vanguard Scottsdale Funds | 47,254 | $2,773,364 | 3.02% | |
| 4. | Ishares Tr - US TREAS BD ETF | 111,182 | $2,555,509 | 2.78% | |
| 5. | Vanguard Scottsdale Funds | 30,833 | $2,520,928 | 2.75% |
