Instuitional Investor - Base Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Base Wealth Management Llc |
| Portfolio Value | $185,781,928 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 50,543 | $31,696,823 | 17.06% | |
| 2. | Pimco Etf Trust | 478,568 | $12,768,189 | 6.87% | |
| 3. | HCI | 65,327 | $12,522,533 | 6.74% | |
| 4. | Capital Group Core Balanced | 340,480 | $12,029,159 | 6.47% | |
| 5. | Vanguard Scottsdale Funds | 89,817 | $10,935,206 | 5.89% |
Hedge Fund Resource Center 
