Instuitional Investor - Leo Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Leo Wealth, Llc
Portfolio Value $771,258,680
Filing Period:
No. Security Ticker Shares Value % Port
1. AFRM 924,770 $67,582,192 8.76%
2.
Vanguard World Fd - ESG US STK ETF
377,107 $44,664,495 5.79%
3.
Vanguard World Fd - ESG INTL STK ETF
617,714 $42,850,820 5.56%
4.
Goldman Sachs Etf Tr
242,356 $31,574,180 4.09%
5. JNJ 164,419 $30,486,601 3.95%