Instuitional Investor - Lionsbridge Wealth Management Llc
Fund Profile
Filing Period:
Fund Name: | Lionsbridge Wealth Management Llc |
Portfolio Value | $101,509,020 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | J P Morgan Exchange Traded F - INCOME ETF | 140,008 | $6,497,771 | 6.4% | |
2. | Tidal Trust I | 240,685 | $6,014,718 | 5.93% | |
3. | Invesco Exch Traded Fd Tr Ii - S&P 500 MOMNTM | 37,084 | $4,489,389 | 4.42% | |
4. | PWR | 8,916 | $3,694,969 | 3.64% | |
5. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 76,663 | $3,645,326 | 3.59% |