Instuitional Investor - Cascade Wealth Advisors, Inc
Fund Profile
Filing Period:
| Fund Name: | Cascade Wealth Advisors, Inc |
| Portfolio Value | $144,584,313 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr - FLTG RATE NT ETF | 258,269 | $13,091,656 | 9.05% | |
| 2. | Vanguard Scottsdale Funds | 216,389 | $12,684,723 | 8.77% | |
| 3. | Ishares Tr | 299,888 | $12,481,357 | 8.63% | |
| 4. | Neos Etf Trust - NEOS S&P 500 HI | 266,248 | $12,335,270 | 8.53% | |
| 5. | J P Morgan Exchange Traded F | 219,932 | $11,988,477 | 8.29% |
