Instuitional Investor - Copperwynd Financial, Llc
Fund Profile
Filing Period:
| Fund Name: | Copperwynd Financial, Llc |
| Portfolio Value | $362,534,932 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Invesco Qqq Tr | 53,228 | $24,959,468 | 6.88% | |
| 2. | IEF | 80,990 | $24,843,014 | 6.85% | |
| 3. | Vanguard Tax-Managed Fds | 465,658 | $23,669,386 | 6.53% | |
| 4. | Vanguard World Fd | 72,567 | $22,414,639 | 6.18% | |
| 5. | Vanguard Index Fds - VALUE ETF | 128,450 | $22,188,537 | 6.12% |
