Instuitional Investor - Leo Wealth, Llc
13F Holdings
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% |
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