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Home > Institutional Investor > Elevate Wealth Advisory, Inc > Profile

Instuitional Investor - Elevate Wealth Advisory, Inc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Elevate Wealth Advisory, Inc
Portfolio Value	$137,625,420

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	IEF	103,139	$15,022,233	10.92%
2.	Vanguard Bond Index Funds	BND	138,121	$10,899,094	7.92%
3.	Vanguard Scottsdale Funds		177,761	$10,671,000	7.75%
4.	Dimensional Etf Trust		216,876	$10,002,336	7.27%
5.	Ishares Tr - 0-5 YR TIPS ETF		70,410	$7,277,598	5.29%