Instuitional Investor - Cogentblue Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Cogentblue Wealth Advisors, Llc |
| Portfolio Value | $113,894,759 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | American Centy Etf Tr | 310,374 | $21,645,510 | 19% | |
| 2. | Vanguard Scottsdale Funds | 128,284 | $7,620,092 | 6.69% | |
| 3. | Dimensional Etf Trust | 228,314 | $7,566,326 | 6.64% | |
| 4. | IEF | 60,340 | $7,362,049 | 6.46% | |
| 5. | Ishares Tr - CORE MSCI INTL | 90,943 | $6,265,038 | 5.5% |
