Instuitional Investor - Centerline Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Centerline Wealth Advisors, Llc |
| Portfolio Value | $229,722,901 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Blackrock Etf Trust Ii | 436,148 | $23,220,520 | 10.11% | |
| 2. | Fidelity Covington Trust | 411,352 | $22,073,148 | 9.61% | |
| 3. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 466,111 | $21,552,973 | 9.38% | |
| 4. | Vanguard Index Fds - MID CAP ETF | 40,528 | $11,904,675 | 5.18% | |
| 5. | Vanguard Tax-Managed Fds | 183,484 | $10,994,389 | 4.79% |