Instuitional Investor - Amplius Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Amplius Wealth Advisors, Llc |
| Portfolio Value | $1,364,818,056 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ea Series Trust | 9,090,785 | $276,768,945 | 20.28% | |
| 2. | Putnam Etf Trust | 2,038,034 | $103,837,811 | 7.61% | |
| 3. | Columbia Etf Tr I | 1,675,097 | $72,498,178 | 5.31% | |
| 4. | Rbb Fd Inc - MOTLEY FOL ETF | 936,549 | $71,327,552 | 5.23% | |
| 5. | John Hancock Exchange Traded | 685,861 | $51,412,129 | 3.77% |