Instuitional Investor - Cauble & Harre Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Cauble & Harre Wealth Management, Inc. |
| Portfolio Value | $119,292,447 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | American Centy Etf Tr | 120,163 | $12,254,225 | 10.27% | |
| 2. | IAU | 114,137 | $9,264,501 | 7.77% | |
| 3. | Capital Grp Fixed Incm Etf | 345,902 | $8,996,923 | 7.54% | |
| 4. | Capital Group Dividend | 171,065 | $7,465,293 | 6.26% | |
| 5. | Capital Grp Fixed Incm Etf | 214,701 | $5,878,504 | 4.93% |