Instuitional Investor - Advyzon Investment Management, Llc
Fund Profile
Filing Period:
Fund Name: | Advyzon Investment Management, Llc |
Portfolio Value | $282,907,963 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds | 89,669 | $24,644,690 | 8.71% | |
2. | BND | 183,841 | $13,503,135 | 4.77% | |
3. | Spdr Index Shs Fds | 334,252 | $12,170,110 | 4.3% | |
4. | Ea Series Trust | 396,435 | $12,095,232 | 4.28% | |
5. | Ea Series Trust | 261,015 | $10,453,651 | 3.7% |