Instuitional Investor - Axis Wealth Partners, Llc
Fund Profile
Filing Period:
| Fund Name: | Axis Wealth Partners, Llc |
| Portfolio Value | $170,859,112 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 10,380 | $6,356,285 | 3.72% | |
| 2. | Wisdomtree Tr | 70,939 | $6,310,708 | 3.69% | |
| 3. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 134,817 | $6,233,954 | 3.65% | |
| 4. | Vanguard Whitehall Funds | 70,616 | $5,979,754 | 3.5% | |
| 5. | FNDF | 147,926 | $4,038,381 | 2.36% |
Hedge Fund Resource Center 
