Instuitional Investor - Copia Wealth Management

Filing Period:
No. Security Ticker Shares Value % Port
1.
Strive Enhanced Income Short Maturity Etf - ETF
475,568 $9,627,875 6.62%
2.
Eldridge Aaa Clo Etf - ETF
259,814 $6,643,444 4.57%
3. GLD 12,338 $5,308,914 3.65%
4.
Spdr Series Trust
65,642 $5,024,239 3.45%
5.
Vanguard Scottsdale Funds
44,913 $4,498,935 3.09%