Instuitional Investor - Cascade Wealth Advisors, Inc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Neos Etf Trust - NEOS S&P 500 HI | 320,430 | $16,941,121 | 8.34% | |
| 2. | Vanguard Scottsdale Funds | 283,882 | $16,672,369 | 8.21% | |
| 3. | J P Morgan Exchange Traded F | 268,627 | $15,236,515 | 7.5% | |
| 4. | Vanguard Scottsdale Funds | 169,031 | $14,152,963 | 6.97% | |
| 5. | Ishares Tr | 324,105 | $13,900,882 | 6.85% |
Hedge Fund Resource Center 
