Instuitional Investor - Copia Wealth Management
Fund Profile
Filing Period:
| Fund Name: | Copia Wealth Management |
| Portfolio Value | $134,552,952 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Strive Enhanced Income Short Maturity Etf - ETF | 357,011 | $7,240,183 | 5.38% | |
| 2. | Spdr Series Trust | 85,152 | $6,670,808 | 4.96% | |
| 3. | Us Treasury 3 Month Bill Etf - ETF | 117,560 | $5,878,000 | 4.37% | |
| 4. | GLD | 13,655 | $4,853,939 | 3.61% | |
| 5. | Us Treasury 6 Month Bill Etf - ETF | 86,515 | $4,342,621 | 3.23% |
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