Instuitional Investor - Amplius Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Amplius Wealth Advisors, Llc |
| Portfolio Value | $1,156,838,499 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ea Series Trust | 8,794,030 | $234,512,165 | 20.27% | |
| 2. | Putnam Etf Trust | 2,006,838 | $85,732,139 | 7.41% | |
| 3. | Columbia Etf Tr I | 1,599,668 | $64,546,592 | 5.58% | |
| 4. | Rbb Fd Inc - MOTLEY FOL ETF | 902,184 | $63,631,014 | 5.5% | |
| 5. | Ishares Tr - 0-5 YR TIPS ETF | 469,418 | $48,518,993 | 4.19% |
Hedge Fund Resource Center 
