Instuitional Investor - Crux Wealth Advisors
Fund Profile
Filing Period:
| Fund Name: | Crux Wealth Advisors |
| Portfolio Value | $234,833,556 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Bny Mellon Etf Trust - CORE BOND ETF | 284,055 | $11,981,442 | 5.1% | |
| 2. | Bny Mellon Etf Trust Ii | 365,734 | $9,732,182 | 4.14% | |
| 3. | Spdr Series Trust | 92,449 | $8,812,285 | 3.75% | |
| 4. | MSFT | 14,753 | $7,338,355 | 3.12% | |
| 5. | Bny Mellon Etf Trust | 60,473 | $7,161,799 | 3.05% |
