Instuitional Investor - Highland Financial Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Highland Financial Advisors, Llc |
| Portfolio Value | $311,535,976 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 485,491 | $35,290,314 | 11.33% | |
| 2. | Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF | 138,725 | $31,504,459 | 10.11% | |
| 3. | American Centy Etf Tr - US EQT ETF | 295,952 | $29,837,898 | 9.58% | |
| 4. | Dimensional Etf Trust | 694,295 | $29,410,317 | 9.44% | |
| 5. | Vanguard Scottsdale Funds | 222,827 | $24,332,760 | 7.81% |
