Instuitional Investor - Highroad Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Highroad Wealth Advisors, Llc |
| Portfolio Value | $118,609,831 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 51,626 | $35,457,114 | 29.89% | |
| 2. | Spdr Series Trust - ST STR BLO 1 ETF | 136,787 | $12,535,173 | 10.57% | |
| 3. | Invesco Qqq Tr | 16,600 | $12,224,593 | 10.31% | |
| 4. | Vanguard Tax-Managed Fds | 144,925 | $10,325,925 | 8.71% | |
| 5. | IEF | 12,450 | $9,323,906 | 7.86% |