Instuitional Investor - Elevate Wealth Advisory, Inc

Fund Profile
Filing Period:
Fund Name: Elevate Wealth Advisory, Inc
Portfolio Value $141,168,317
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1. IEF 107,568 $13,124,402 9.3%
2.
Vanguard Scottsdale Funds
206,725 $12,279,483 8.7%
3. BND 149,330 $11,689,573 8.28%
4.
Dimensional Etf Trust
248,054 $9,763,419 6.92%
5.
Ishares Tr - 0-5 YR TIPS ETF
79,332 $8,208,439 5.81%