Instuitional Investor - Cogentblue Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Cogentblue Wealth Advisors, Llc |
| Portfolio Value | $130,586,183 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | American Centy Etf Tr | 303,109 | $24,030,494 | 18.4% | |
| 2. | Vanguard Scottsdale Funds | 151,121 | $9,038,519 | 6.92% | |
| 3. | Dimensional Etf Trust | 226,065 | $8,038,871 | 6.16% | |
| 4. | IEF | 56,500 | $7,629,746 | 5.84% | |
| 5. | Dimensional Etf Trust | 217,593 | $6,416,818 | 4.91% |
