Instuitional Investor - Axis Wealth Partners, Llc
Fund Profile
Filing Period:
| Fund Name: | Axis Wealth Partners, Llc |
| Portfolio Value | $135,321,334 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 114,846 | $5,242,732 | 3.87% | |
| 2. | Wisdomtree Tr | 64,020 | $5,112,650 | 3.78% | |
| 3. | Vanguard Whitehall Funds | 65,725 | $4,843,294 | 3.58% | |
| 4. | Vanguard Index Fds - S&P 500 ETF SHS | 9,346 | $4,803,216 | 3.55% | |
| 5. | FNDF | 142,230 | $3,976,763 | 2.94% |
