Instuitional Investor - High Note Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | High Note Wealth, Llc |
| Portfolio Value | $609,565,440 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 84,571 | $64,768,710 | 10.63% | |
| 2. | XLE | 174,132 | $34,086,405 | 5.59% | |
| 3. | Ishares Esg Aware Msci Eafe Etf - ETF | 309,558 | $31,899,975 | 5.23% | |
| 4. | SCHD | 925,025 | $31,469,367 | 5.16% | |
| 5. | State Street Spdr Bloomberg 1-3 Month T-Bill Etf - ETF | 307,275 | $28,158,671 | 4.62% |
Hedge Fund Resource Center 
