Instuitional Investor - Axis Wealth Partners, Llc
Fund Profile
Filing Period:
| Fund Name: | Axis Wealth Partners, Llc |
| Portfolio Value | $188,086,059 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 147,075 | $6,709,567 | 3.57% | |
| 2. | Vanguard Whitehall Funds | 71,112 | $6,701,552 | 3.56% | |
| 3. | Vanguard Index Fds - S&P 500 ETF SHS | 10,659 | $6,369,088 | 3.39% | |
| 4. | Wisdomtree Tr | 72,162 | $6,338,695 | 3.37% | |
| 5. | FNDF | 145,979 | $4,478,648 | 2.38% |
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