Instuitional Investor - Bravera Wealth
Fund Profile
Filing Period:
| Fund Name: | Bravera Wealth |
| Portfolio Value | $260,769,291 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard 500 Index Etf - S&P 500 ETF SHS | 81,861 | $56,222,953 | 21.56% | |
| 2. | SCHD | 383,079 | $12,963,393 | 4.97% | |
| 3. | Vanguard Value Index Etf - VALUE ETF | 53,159 | $11,584,941 | 4.44% | |
| 4. | Fidelity Enhanced International Etf | 223,912 | $8,985,589 | 3.45% | |
| 5. | FENY | 164,967 | $8,718,506 | 3.34% |