Instuitional Investor - Koenig Investment Advisory, Llc
Fund Profile
Filing Period:
| Fund Name: | Koenig Investment Advisory, Llc |
| Portfolio Value | $123,337,842 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | American Century Focused Large Cap Value Etf - ETF | 191,963 | $15,728,515 | 12.75% | |
| 2. | Ishares Msci Usa Min Vol Factor Etf - ETF | 148,155 | $14,341,476 | 11.63% | |
| 3. | Vanguard Mid-Cap Etf - ETF | 41,303 | $12,682,723 | 10.28% | |
| 4. | IEF | 102,827 | $10,406,099 | 8.44% | |
| 5. | Ishares Msci Intl Quality Factor Etf - ETF | 201,104 | $9,962,736 | 8.08% |
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