Instuitional Investor - Live Oak Investment Partners
Fund Profile
Filing Period:
| Fund Name: | Live Oak Investment Partners |
| Portfolio Value | $169,413,643 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Tax-Managed Fds | 206,423 | $13,227,597 | 7.81% | |
| 2. | Morgan Stanley Etf Trust | 234,686 | $11,910,305 | 7.03% | |
| 3. | Pgim Etf Tr - PGIM ULTRA SH BD | 197,188 | $9,760,826 | 5.76% | |
| 4. | Hartford Fds Exchange Traded | 255,507 | $8,871,215 | 5.24% | |
| 5. | First Tr Exchng Traded Fd Vi | 348,032 | $8,620,749 | 5.09% |
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