Instuitional Investor - Cogentblue Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Cogentblue Wealth Advisors, Llc |
| Portfolio Value | $146,753,122 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | American Centy Etf Tr | 296,272 | $26,377,110 | 17.97% | |
| 2. | Vanguard Scottsdale Funds | 160,304 | $9,623,055 | 6.56% | |
| 3. | IEF | 59,528 | $8,670,292 | 5.91% | |
| 4. | Dimensional Etf Trust | 226,093 | $8,539,533 | 5.82% | |
| 5. | Ishares Tr - CORE MSCI INTL | 84,214 | $6,751,463 | 4.6% |