Instuitional Investor - Ai Financial Services Llc
Fund Profile
Filing Period:
| Fund Name: | Ai Financial Services Llc |
| Portfolio Value | $211,098,102 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr | 397,877 | $43,921,626 | 20.81% | |
| 2. | Touchstone Etf Trust | 1,195,686 | $29,559,877 | 14% | |
| 3. | 2023 Etf Series Trust | 444,162 | $16,442,872 | 7.79% | |
| 4. | Harris Oakmark Etf Trust | 595,222 | $16,407,295 | 7.77% | |
| 5. | Litman Gregory Fds Tr | 357,497 | $10,778,535 | 5.11% |