Instuitional Investor - Holos Integrated Wealth Llc
Fund Profile
Filing Period:
| Fund Name: | Holos Integrated Wealth Llc |
| Portfolio Value | $197,626,277 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | First Trust Laddered Buffer Etf - ETF | 585,255 | $19,945,501 | 10.09% | |
| 2. | BUFF | 325,131 | $16,188,250 | 8.19% | |
| 3. | LGCY | 852,550 | $10,324,381 | 5.22% | |
| 4. | Fidelity Total Bond - ETF | 223,497 | $10,218,273 | 5.17% | |
| 5. | Fidelity Limited Term Bond - ETF | 163,463 | $8,205,822 | 4.15% |
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