Instuitional Investor - Delta Wealth Advisors Llc
Fund Profile
Filing Period:
| Fund Name: | Delta Wealth Advisors Llc |
| Portfolio Value | $119,449,158 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 20,267 | $12,710,185 | 10.64% | |
| 2. | Ishares Tr | 492,638 | $11,269,095 | 9.43% | |
| 3. | Spdr Index Shs Fds | 214,070 | $9,506,849 | 7.96% | |
| 4. | Ishares Tr | 346,594 | $7,787,967 | 6.52% | |
| 5. | Ishares Tr - HDG MSCI EAFE | 143,408 | $5,931,335 | 4.97% |