Instuitional Investor - Amplius Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Amplius Wealth Advisors, Llc
Portfolio Value $827,420,612
Filing Period:
No. Security Ticker Shares Value % Port
1. IEF 724,233 $58,313,199 7.04%
2. BND 669,834 $51,158,020 6.18%
3.
Wisdomtree Tr
605,300 $42,536,468 5.14%
4.
Putnam Etf Trust
1,262,454 $39,813,216 4.81%
5.
Pacer Fds Tr
1,146,998 $35,829,731 4.33%