Instuitional Investor - Koenig Investment Advisory, Llc
Fund Profile
Filing Period:
| Fund Name: | Koenig Investment Advisory, Llc |
| Portfolio Value | $128,730,170 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | American Century Focused Large Cap Value Etf - ETF | 229,790 | $18,681,965 | 14.51% | |
| 2. | Ishares Msci Usa Min Vol Factor Etf - ETF | 150,113 | $14,479,907 | 11.25% | |
| 3. | Vanguard Mid-Cap Etf - ETF | 164,059 | $13,218,206 | 10.27% | |
| 4. | IEF | 107,644 | $10,654,644 | 8.28% | |
| 5. | Ishares Msci Intl Quality Factor Etf - ETF | 214,181 | $10,612,676 | 8.24% |
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