Instuitional Investor - Carolina Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Carolina Wealth Advisors, Llc |
| Portfolio Value | $255,145,600 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SCHD | 579,543 | $18,139,696 | 7.11% | |
| 2. | Bny Mellon Us Large Cap Core Equity Etf - ETF | 118,144 | $16,940,668 | 6.64% | |
| 3. | Bny Mellon Core Bond Etf - ETF | 306,994 | $12,878,398 | 5.05% | |
| 4. | SCHD | 472,871 | $12,531,089 | 4.91% | |
| 5. | State Street Spdr Portfolio High Yield Bond Etf - ETF | 422,552 | $9,904,619 | 3.88% |
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