Instuitional Investor - Bfi Wealth Solutions, Llc
Fund Profile
Filing Period:
| Fund Name: | Bfi Wealth Solutions, Llc |
| Portfolio Value | $135,047,613 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Wisdomtree Tr | 261,914 | $13,187,391 | 9.76% | |
| 2. | SCHD | 231,563 | $7,201,620 | 5.33% | |
| 3. | Innovator Etfs Trust | 123,584 | $6,116,173 | 4.53% | |
| 4. | Innovator Etfs Trust | 113,715 | $5,188,817 | 3.84% | |
| 5. | Innovator Etfs Trust | 118,824 | $4,729,196 | 3.5% |
Hedge Fund Resource Center 
