Instuitional Investor - Dogwood Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Dogwood Wealth Management Llc |
| Portfolio Value | $190,193,832 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 285,514 | $13,092,239 | 6.88% | |
| 2. | Spdr Series Trust | 215,799 | $11,020,835 | 5.79% | |
| 3. | Vanguard Index Fds | 33,606 | $9,236,406 | 4.86% | |
| 4. | American Centy Etf Tr | 132,936 | $8,534,490 | 4.49% | |
| 5. | Invesco Qqq Tr | 15,952 | $7,479,979 | 3.93% |
