Instuitional Investor - Copia Wealth Management
13F Holdings
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% |