Instuitional Investor - Causey Wealth Llc
Fund Profile
Filing Period:
| Fund Name: | Causey Wealth Llc |
| Portfolio Value | $235,566,418 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Scottsdale Funds | 204,943 | $16,959,064 | 7.2% | |
| 2. | Vanguard Whitehall Funds | 102,576 | $15,191,457 | 6.45% | |
| 3. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 299,116 | $15,138,252 | 6.43% | |
| 4. | Ishares Tr | 273,860 | $11,444,620 | 4.86% | |
| 5. | Dimensional Etf Trust | 327,277 | $11,307,421 | 4.8% |
Hedge Fund Resource Center 
