Instuitional Investor - Koenig Investment Advisory, Llc
Fund Profile
Filing Period:
| Fund Name: | Koenig Investment Advisory, Llc |
| Portfolio Value | $117,738,304 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | American Century Focused Large Cap Value Etf - ETF | 204,760 | $15,702,086 | 13.34% | |
| 2. | Ishares Msci Usa Min Vol Factor Etf - ETF | 149,232 | $13,839,755 | 11.75% | |
| 3. | Vanguard Mid-Cap Etf - ETF | 41,200 | $11,831,781 | 10.05% | |
| 4. | IEF | 104,926 | $10,415,972 | 8.85% | |
| 5. | Ishares Msci Intl Quality Factor Etf - ETF | 205,575 | $9,503,727 | 8.07% |
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