Instuitional Investor - Base Wealth Management Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 47,056 | $28,118,331 | 15.73% | |
| 2. | Pimco Etf Trust | 581,147 | $15,226,051 | 8.52% | |
| 3. | Capital Group Core Balanced | 315,259 | $10,848,065 | 6.07% | |
| 4. | HCI | 65,327 | $10,100,207 | 5.65% | |
| 5. | Ishares Tr - CORE HIGH DV ETF | 70,642 | $9,587,465 | 5.36% |
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