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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	$175,078,610

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	IEF	110,597	$18,167,783	10.38%
2.	Dimensional Etf Trust	DFAC	254,738	$13,760,964	7.86%
3.	Vanguard Scottsdale Funds	VCIT	218,445	$12,883,914	7.36%
4.	Vanguard Bond Index Funds	BND	164,155	$12,789,338	7.3%
5.	Ishares Tr - 0-5 YR TIPS ETF		91,045	$9,301,196	5.31%