Instuitional Investor - Avaii Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Avaii Wealth Management, Llc |
| Portfolio Value | $153,385,114 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 36,342 | $17,358,160 | 11.31% | |
| 2. | Wisdomtree Tr | 230,641 | $16,209,434 | 10.56% | |
| 3. | J P Morgan Exchange Traded F | 118,581 | $6,595,459 | 4.29% | |
| 4. | Invesco Exchange Traded Fd T | 66,217 | $6,491,940 | 4.23% | |
| 5. | Fidelity Covington Trust | 42,875 | $6,158,545 | 4.01% |
