Instuitional Investor - Delta Wealth Advisors Llc
Fund Profile
Filing Period:
| Fund Name: | Delta Wealth Advisors Llc |
| Portfolio Value | $131,414,494 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr | 615,926 | $14,113,935 | 10.74% | |
| 2. | Vanguard Index Fds - S&P 500 ETF SHS | 19,799 | $11,831,159 | 9% | |
| 3. | Spdr Index Shs Fds | 239,035 | $10,911,949 | 8.3% | |
| 4. | Ishares Tr | 372,920 | $8,364,585 | 6.37% | |
| 5. | Ishares Tr - HDG MSCI EAFE | 161,958 | $6,882,390 | 5.24% |