Instuitional Investor - Bucket List Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Bucket List Wealth Management, Llc |
| Portfolio Value | $202,986,695 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 74,953 | $27,735,671 | 13.66% | |
| 2. | Putnam Etf Trust | 523,231 | $26,658,630 | 13.13% | |
| 3. | American Centy Etf Tr | 140,354 | $17,510,624 | 8.63% | |
| 4. | Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF | 57,538 | $17,432,276 | 8.59% | |
| 5. | KRE | 130,637 | $15,544,518 | 7.66% |
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