Instuitional Investor - Axis Wealth Partners, Llc
Fund Profile
Filing Period:
| Fund Name: | Axis Wealth Partners, Llc |
| Portfolio Value | $152,221,132 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Wisdomtree Tr | 67,973 | $5,692,036 | 3.74% | |
| 2. | Vanguard Index Fds - S&P 500 ETF SHS | 9,867 | $5,604,522 | 3.68% | |
| 3. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 121,820 | $5,573,264 | 3.66% | |
| 4. | Vanguard Whitehall Funds | 66,977 | $5,365,536 | 3.52% | |
| 5. | FNDF | 145,472 | $3,855,003 | 2.53% |
Hedge Fund Resource Center 
