Instuitional Investor - High Note Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | High Note Wealth, Llc |
| Portfolio Value | $586,166,674 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 84,099 | $62,981,115 | 10.74% | |
| 2. | XLE | 180,468 | $34,382,839 | 5.87% | |
| 3. | SCHD | 916,640 | $33,796,502 | 5.77% | |
| 4. | Ishares Esg Aware Msci Eafe Etf - ETF | 313,173 | $32,197,339 | 5.49% | |
| 5. | State Street Spdr Bloomberg 1-3 Month T-Bill Etf - ETF | 268,466 | $24,602,230 | 4.2% |
Hedge Fund Resource Center 
