Instuitional Investor - Intentional Wealth Strategies, Llc
Fund Profile
Filing Period:
| Fund Name: | Intentional Wealth Strategies, Llc |
| Portfolio Value | $107,380,331 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 26,905 | $16,077,306 | 14.97% | |
| 2. | Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF | 32,748 | $7,781,621 | 7.25% | |
| 3. | Blackrock Etf Trust | 128,378 | $7,469,032 | 6.96% | |
| 4. | Bny Mellon Etf Trust Ii | 229,887 | $6,818,448 | 6.35% | |
| 5. | American Centy Etf Tr | 65,223 | $5,255,669 | 4.89% |
Hedge Fund Resource Center 
