Instuitional Investor - Highroad Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Highroad Wealth Advisors, Llc |
| Portfolio Value | $102,384,313 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 51,319 | $30,665,583 | 29.95% | |
| 2. | Spdr Series Trust | 117,317 | $10,750,956 | 10.5% | |
| 3. | Invesco Qqq Tr | 16,380 | $9,454,440 | 9.23% | |
| 4. | Vanguard Tax-Managed Fds | 141,524 | $9,068,842 | 8.86% | |
| 5. | IEF | 12,653 | $8,265,206 | 8.07% |