Instuitional Investor - Holos Integrated Wealth Llc
Fund Profile
Filing Period:
| Fund Name: | Holos Integrated Wealth Llc |
| Portfolio Value | $214,156,621 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | First Trust Laddered Buffer Etf - ETF | 610,376 | $22,336,721 | 10.43% | |
| 2. | BUFF | 347,147 | $18,318,932 | 8.55% | |
| 3. | Fidelity Total Bond - ETF | 254,878 | $11,543,415 | 5.39% | |
| 4. | Vanguard Multi-Sector Income Bond Etf - ETF | 194,919 | $9,961,344 | 4.65% | |
| 5. | Fidelity Limited Term Bond - ETF | 198,581 | $9,944,961 | 4.64% |
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