Instuitional Investor - Highroad Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Highroad Wealth Advisors, Llc |
| Portfolio Value | $104,737,197 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 53,249 | $33,394,133 | 31.88% | |
| 2. | Invesco Qqq Tr | 16,541 | $10,161,466 | 9.7% | |
| 3. | Spdr Series Trust | 102,536 | $9,369,702 | 8.95% | |
| 4. | Vanguard Tax-Managed Fds | 142,468 | $8,899,985 | 8.5% | |
| 5. | IEF | 12,830 | $8,787,706 | 8.39% |