Instuitional Investor - Keyvantage Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Keyvantage Wealth, Llc |
| Portfolio Value | $205,508,258 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | FNDF | 1,057,767 | $20,922,636 | 10.18% | |
| 2. | Vanguard Scottsdale Funds | 189,807 | $15,518,620 | 7.55% | |
| 3. | Jpmorgan Active Value Etf - ETF | 194,874 | $12,382,294 | 6.03% | |
| 4. | FNDF | 531,224 | $11,729,417 | 5.71% | |
| 5. | Jpmorgan Active Growth Etf - ETF | 155,999 | $11,511,166 | 5.6% |
