Instuitional Investor - Iam Advisory, Llc
Fund Profile
Filing Period:
| Fund Name: | Iam Advisory, Llc |
| Portfolio Value | $513,233,811 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Capital Group Dividend Value | 1,463,839 | $72,138,006 | 14.06% | |
| 2. | Wisdomtree Tr | 668,549 | $63,926,672 | 12.46% | |
| 3. | Proshares Tr - S&P 500 DV ARIST | 775,768 | $43,567,108 | 8.49% | |
| 4. | American Centy Etf Tr - INTL EQT ETF | 398,427 | $35,539,668 | 6.92% | |
| 5. | Capital Group Growth Etf | 617,766 | $29,158,552 | 5.68% |
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