Instuitional Investor - Cogent Private Wealth, Inc.
Fund Profile
Filing Period:
| Fund Name: | Cogent Private Wealth, Inc. |
| Portfolio Value | $160,022,170 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | American Centy Etf Tr | 273,103 | $11,309,195 | 7.07% | |
| 2. | American Centy Etf Tr | 145,179 | $10,582,243 | 6.61% | |
| 3. | DFAC | 210,347 | $7,749,166 | 4.84% | |
| 4. | American Centy Etf Tr - US EQT ETF | 53,211 | $6,815,298 | 4.26% | |
| 5. | Ishares Tr - CORE 60 BALA ETF | 88,416 | $6,144,912 | 3.84% |