Instuitional Investor - Cascade Wealth Advisors, Inc
Fund Profile
Filing Period:
| Fund Name: | Cascade Wealth Advisors, Inc |
| Portfolio Value | $176,920,809 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Neos Etf Trust - NEOS S&P 500 HI | 367,420 | $18,859,653 | 10.66% | |
| 2. | J P Morgan Exchange Traded F | 253,728 | $14,223,967 | 8.04% | |
| 3. | Neos Etf Trust | 229,341 | $12,255,983 | 6.93% | |
| 4. | Vanguard Specialized Funds - DIV APP ETF | 54,864 | $11,366,213 | 6.42% | |
| 5. | Vanguard Scottsdale Funds | 185,835 | $10,889,927 | 6.16% |
Hedge Fund Resource Center 
