Instuitional Investor - Consilio Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Consilio Wealth Advisors, Llc
Portfolio Value $304,392,366
Filing Period:
No. Security Ticker Shares Value % Port
1. IEF 104,328 $69,826,689 22.94%
2. MSFT 58,956 $30,536,076 10.03%
3.
Ishares Core Dividend Growth Etf - ETF
362,060 $24,649,025 8.1%
4. AMZN 97,474 $21,402,389 7.03%
5.
Qqq - Invesco Qqq Trust Series I - ETF
32,836 $19,713,627 6.48%