Instuitional Investor - Holos Integrated Wealth Llc
Fund Profile
Filing Period:
| Fund Name: | Holos Integrated Wealth Llc |
| Portfolio Value | $179,149,478 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | First Trust Laddered Buffer Etf - ETF | 590,320 | $20,247,990 | 11.3% | |
| 2. | BUFF | 324,434 | $16,218,458 | 9.05% | |
| 3. | LGCY | 934,353 | $9,670,554 | 5.4% | |
| 4. | Fidelity Total Bond - ETF | 208,237 | $9,587,224 | 5.35% | |
| 5. | Fidelity Limited Term Bond - ETF | 163,057 | $8,270,245 | 4.62% |
Hedge Fund Resource Center 
