Instuitional Investor - Dogwood Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Dogwood Wealth Management Llc |
| Portfolio Value | $253,764,931 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Putnam Etf Trust | 426,694 | $21,740,040 | 8.58% | |
| 2. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 449,753 | $20,459,286 | 8.08% | |
| 3. | Vanguard Index Fds | 51,529 | $19,067,812 | 7.53% | |
| 4. | Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF | 51,179 | $15,505,659 | 6.12% | |
| 5. | American Centy Etf Tr | 93,148 | $11,621,114 | 4.59% |
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