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Home > Institutional Investor > Forza Wealth Management, Llc > Profile

Instuitional Investor - Forza Wealth Management, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Forza Wealth Management, Llc
Portfolio Value	$243,909,553

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	IAU	228,311	$14,237,474	5.84%
2.	Dimensional Etf Trust		234,109	$8,093,148	3.32%
3.	J P Morgan Exchange Traded F - ULTRA SHRT ETF		140,538	$7,122,466	2.92%
4.	Vanguard Bond Index Funds	BND	76,274	$6,002,764	2.46%
5.	Spdr Series Trust		64,883	$5,951,718	2.44%