Instuitional Investor - Centerline Wealth Advisors, Llc
Fund Profile
Filing Period:
Fund Name: | Centerline Wealth Advisors, Llc |
Portfolio Value | $203,778,531 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Fidelity Covington Trust | 459,691 | $22,175,494 | 10.88% | |
2. | Blackrock Etf Trust Ii | 406,555 | $21,482,366 | 10.54% | |
3. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 430,988 | $19,717,701 | 9.68% | |
4. | Vanguard Index Fds - MID CAP ETF | 40,883 | $11,440,288 | 5.61% | |
5. | Vanguard Tax-Managed Fds | 183,568 | $10,465,238 | 5.14% |