Instuitional Investor - Iam Advisory, Llc
Fund Profile
Filing Period:
| Fund Name: | Iam Advisory, Llc |
| Portfolio Value | $446,321,762 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Capital Group Dividend Value | 1,454,394 | $61,869,927 | 13.86% | |
| 2. | Wisdomtree Tr | 663,745 | $58,303,367 | 13.06% | |
| 3. | Proshares Tr - S&P 500 DV ARIST | 383,198 | $40,622,848 | 9.1% | |
| 4. | American Centy Etf Tr - INTL EQT ETF | 398,663 | $33,822,601 | 7.58% | |
| 5. | Capital Grp Fixed Incm Etf T | 1,274,871 | $28,480,627 | 6.38% |
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