Instuitional Investor - Leo Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Leo Wealth, Llc |
| Portfolio Value | $1,286,105,330 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard World Fd - ESG US STK ETF | 678,646 | $74,472,352 | 5.79% | |
| 2. | AFRM | 998,091 | $69,008,012 | 5.37% | |
| 3. | JNJ | 382,885 | $58,485,723 | 4.55% | |
| 4. | Vanguard World Fd - ESG INTL STK ETF | 816,012 | $53,517,716 | 4.16% | |
| 5. | Goldman Sachs Etf Tr | 439,959 | $53,447,905 | 4.16% |
