Instuitional Investor - Live Oak Investment Partners
Fund Profile
Filing Period:
| Fund Name: | Live Oak Investment Partners |
| Portfolio Value | $162,744,357 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Tax-Managed Fds | 199,280 | $12,449,033 | 7.65% | |
| 2. | Pgim Etf Tr - PGIM ULTRA SH BD | 230,593 | $11,435,094 | 7.03% | |
| 3. | Morgan Stanley Etf Trust | 167,205 | $8,611,062 | 5.29% | |
| 4. | First Tr Exchng Traded Fd Vi | 331,840 | $8,352,401 | 5.13% | |
| 5. | Ssga Active Etf Tr | 154,083 | $6,359,000 | 3.91% |
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