Instuitional Investor - Bfi Wealth Solutions, Llc
Fund Profile
Filing Period:
| Fund Name: | Bfi Wealth Solutions, Llc |
| Portfolio Value | $104,964,213 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Wisdomtree Tr | 226,376 | $11,391,807 | 10.85% | |
| 2. | FNDF | 239,738 | $6,523,274 | 6.21% | |
| 3. | Innovator Etfs Trust | 123,552 | $5,809,416 | 5.53% | |
| 4. | Innovator Etfs Trust | 111,045 | $4,599,488 | 4.38% | |
| 5. | Innovator Etfs Trust | 112,032 | $3,935,686 | 3.75% |