Instuitional Investor - Base Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Base Wealth Management Llc |
| Portfolio Value | $175,462,509 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 35,466 | $21,718,927 | 12.38% | |
| 2. | HCI | 65,327 | $12,538,211 | 7.15% | |
| 3. | Pimco Etf Trust | 424,750 | $11,400,292 | 6.5% | |
| 4. | Capital Group Core Balanced | 324,042 | $11,250,749 | 6.41% | |
| 5. | J P Morgan Exchange Traded F | 168,993 | $10,631,375 | 6.06% |
Hedge Fund Resource Center 
