Instuitional Investor - Carolina Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Carolina Wealth Advisors, Llc |
| Portfolio Value | $240,138,400 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | FNDF | 564,266 | $17,734,880 | 7.39% | |
| 2. | Bny Mellon Us Large Cap Core Equity Etf - ETF | 112,564 | $14,049,113 | 5.85% | |
| 3. | Bny Mellon Core Bond Etf - ETF | 301,218 | $12,711,400 | 5.29% | |
| 4. | FNDF | 466,341 | $12,409,343 | 5.17% | |
| 5. | State Street Spdr Portfolio High Yield Bond Etf - ETF | 415,461 | $9,688,551 | 4.03% |
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