Instuitional Investor - Holos Integrated Wealth Llc
Fund Profile
Filing Period:
| Fund Name: | Holos Integrated Wealth Llc |
| Portfolio Value | $222,545,121 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | First Trust Laddered Buffer Etf - ETF | 641,174 | $24,165,858 | 10.86% | |
| 2. | BUFF | 369,839 | $20,023,078 | 9% | |
| 3. | Fidelity Total Bond - ETF | 279,327 | $12,200,984 | 5.48% | |
| 4. | Vanguard Multi-Sector Income Bond Etf - ETF | 216,970 | $10,736,750 | 4.82% | |
| 5. | Fidelity Limited Term Bond - ETF | 207,668 | $10,225,594 | 4.59% |
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