Instuitional Investor - Invera Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Invera Wealth Advisors, Llc |
| Portfolio Value | $85,055,809 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr Esg Msci Usa Etf | 172,402 | $8,046,001 | 9.46% | |
| 2. | Ishares Tr Esg Awre Usd Etf | 232,333 | $5,357,599 | 6.3% | |
| 3. | Ishares Tr Esg Eafe Etf | 69,029 | $4,648,413 | 5.47% | |
| 4. | Ishares Tr Core Msci Eafe | 59,407 | $4,498,265 | 5.29% | |
| 5. | JPM | 18,338 | $4,495,678 | 5.29% |
