Instuitional Investor - Cascade Wealth Advisors, Inc
Fund Profile
Filing Period:
| Fund Name: | Cascade Wealth Advisors, Inc |
| Portfolio Value | $227,741,068 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Neos Etf Trust - NEOS S&P 500 HI | 340,419 | $18,181,776 | 7.98% | |
| 2. | Vanguard Scottsdale Funds | 256,473 | $14,962,635 | 6.57% | |
| 3. | Ishares Tr | 351,766 | $14,950,036 | 6.56% | |
| 4. | Ishares Tr - FLTG RATE NT ETF | 257,928 | $13,128,521 | 5.76% | |
| 5. | Blackrock Etf Trust Ii | 239,300 | $12,413,668 | 5.45% |
Hedge Fund Resource Center 
