Instuitional Investor - Keyvantage Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Keyvantage Wealth, Llc |
| Portfolio Value | $222,802,363 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | FNDF | 1,072,499 | $23,702,239 | 10.64% | |
| 2. | Vanguard Scottsdale Funds | 189,732 | $15,732,577 | 7.06% | |
| 3. | Jpmorgan Active Growth Etf - ETF | 164,064 | $14,120,988 | 6.34% | |
| 4. | Jpmorgan Active Value Etf - ETF | 201,693 | $13,210,892 | 5.93% | |
| 5. | FNDF | 510,633 | $12,479,866 | 5.6% |
