Instuitional Investor - Base Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Base Wealth Management Llc |
| Portfolio Value | $214,985,248 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 43,061 | $29,574,737 | 13.76% | |
| 2. | MINT | 657,199 | $17,428,918 | 8.11% | |
| 3. | Capital Group Core Balanced | 321,993 | $12,222,858 | 5.69% | |
| 4. | HCI | 65,327 | $11,448,557 | 5.33% | |
| 5. | Ishares Tr - CORE HIGH DV ETF | 380,207 | $10,421,462 | 4.85% |
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