Instuitional Investor - Intentional Wealth Strategies, Llc
Fund Profile
Filing Period:
| Fund Name: | Intentional Wealth Strategies, Llc |
| Portfolio Value | $106,653,180 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 32,472 | $22,302,399 | 20.91% | |
| 2. | Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF | 30,890 | $9,358,826 | 8.78% | |
| 3. | Touchstone Etf Trust - DYNAMIC INTL ETF | 153,508 | $6,896,163 | 6.47% | |
| 4. | DYNF | 99,950 | $6,797,600 | 6.37% | |
| 5. | Bny Mellon Etf Trust Ii | 170,948 | $5,725,049 | 5.37% |
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