Instuitional Investor - Axis Wealth Partners, Llc
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% |