Instuitional Investor - Eq Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Eq Wealth Advisors, Llc |
| Portfolio Value | $125,513,897 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | BRK.A | 26,510 | $14,118,696 | 11.25% | |
| 2. | Capital Group U.s. Multi-Sector Income Etf - ETF | 424,796 | $11,596,936 | 9.24% | |
| 3. | FNDF | 351,866 | $9,461,685 | 7.54% | |
| 4. | Vanguard Extended Duration Treasury Etf - ETF | 122,246 | $8,692,911 | 6.93% | |
| 5. | Capital Group Growth Etf - ETF | 204,138 | $6,991,736 | 5.57% |
