Instuitional Investor - Dogwood Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Dogwood Wealth Management Llc |
| Portfolio Value | $204,736,386 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 301,732 | $13,701,631 | 6.69% | |
| 2. | Spdr Series Trust | 235,365 | $12,446,107 | 6.08% | |
| 3. | Vanguard Index Fds | 36,967 | $11,296,299 | 5.52% | |
| 4. | Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF | 40,167 | $9,131,932 | 4.46% | |
| 5. | American Centy Etf Tr | 119,665 | $8,564,437 | 4.18% |
