Instuitional Investor - Leo Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Leo Wealth, Llc |
| Portfolio Value | $695,671,069 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | JNJ | 376,853 | $62,497,289 | 8.98% | |
| 2. | AFRM | 952,305 | $43,034,663 | 6.19% | |
| 3. | Vanguard World Fd - ESG US STK ETF | 379,445 | $37,166,683 | 5.34% | |
| 4. | Vanguard World Fd - ESG INTL STK ETF | 617,336 | $36,410,483 | 5.23% | |
| 5. | Goldman Sachs Etf Tr | 243,498 | $26,804,226 | 3.85% |
