Instuitional Investor - Copia Wealth Management
Fund Profile
Filing Period:
| Fund Name: | Copia Wealth Management |
| Portfolio Value | $118,535,070 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Strive Enhanced Income Short Maturity Etf - ETF | 329,106 | $6,687,434 | 5.64% | |
| 2. | Us Treasury 3 Month Bill Etf - ETF | 124,184 | $6,208,580 | 5.24% | |
| 3. | Spdr Series Trust | 83,385 | $6,061,256 | 5.11% | |
| 4. | Us Treasury 6 Month Bill Etf - ETF | 90,232 | $4,525,135 | 3.82% | |
| 5. | GLD | 13,528 | $4,123,737 | 3.48% |
