Instuitional Investor - Cascade Wealth Advisors, Inc
Fund Profile
Filing Period:
| Fund Name: | Cascade Wealth Advisors, Inc |
| Portfolio Value | $248,888,550 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Neos Etf Trust - NEOS S&P 500 HI | 335,192 | $18,160,676 | 7.3% | |
| 2. | VCIT | 270,189 | $15,689,883 | 6.3% | |
| 3. | Ishares Tr | 363,259 | $15,311,374 | 6.15% | |
| 4. | Blackrock Etf Trust Ii | 283,645 | $14,697,057 | 5.91% | |
| 5. | Ishares Tr - FLTG RATE NT ETF | 286,611 | $14,597,104 | 5.86% |
Hedge Fund Resource Center 
