Instuitional Investor - Ai Financial Services Llc
Fund Profile
Filing Period:
| Fund Name: | Ai Financial Services Llc |
| Portfolio Value | $204,891,535 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 169,844 | $41,185,472 | 20.1% | |
| 2. | Touchstone Etf Trust | 1,018,623 | $30,645,264 | 14.96% | |
| 3. | 2023 Etf Series Trust | 465,137 | $16,272,820 | 7.94% | |
| 4. | Harris Oakmark Etf Trust | 600,855 | $16,036,814 | 7.83% | |
| 5. | Litman Gregory Fds Tr | 328,690 | $9,009,393 | 4.4% |