Instuitional Investor - Bfi Wealth Solutions, Llc
Fund Profile
Filing Period:
| Fund Name: | Bfi Wealth Solutions, Llc |
| Portfolio Value | $104,262,211 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Wisdomtree Tr | 127,829 | $6,435,629 | 6.17% | |
| 2. | Innovator Etfs Trust | 113,217 | $4,757,383 | 4.56% | |
| 3. | SCHD | 166,818 | $4,669,221 | 4.48% | |
| 4. | Innovator Etfs Trust | 99,192 | $4,605,486 | 4.42% | |
| 5. | Innovator Etfs Trust | 118,475 | $4,321,969 | 4.15% |