Instuitional Investor - Amplius Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Amplius Wealth Advisors, Llc |
| Portfolio Value | $1,199,734,936 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ea Series Trust | 9,065,825 | $242,510,816 | 20.21% | |
| 2. | Putnam Etf Trust | 1,978,456 | $91,800,358 | 7.65% | |
| 3. | Columbia Etf Tr I | 1,662,973 | $64,822,700 | 5.4% | |
| 4. | Rbb Fd Inc - MOTLEY FOL ETF | 969,164 | $63,935,762 | 5.33% | |
| 5. | Ishares Tr - 0-5 YR TIPS ETF | 510,301 | $52,780,402 | 4.4% |
Hedge Fund Resource Center 
