Instuitional Investor - Cogentblue Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Cogentblue Wealth Advisors, Llc |
| Portfolio Value | $148,747,217 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | American Centy Etf Tr | 259,429 | $25,906,600 | 17.42% | |
| 2. | Vanguard Scottsdale Funds | 165,832 | $9,875,315 | 6.64% | |
| 3. | IEF | 62,323 | $8,876,630 | 5.97% | |
| 4. | Dimensional Etf Trust | 236,328 | $8,687,417 | 5.84% | |
| 5. | Dimensional Etf Trust | 223,664 | $7,206,454 | 4.84% |