Instuitional Investor - Live Oak Investment Partners
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Tax-Managed Fds | 211,574 | $15,074,659 | 8.11% | |
| 2. | Morgan Stanley Etf Trust - EATO VANC BD ETF | 242,468 | $12,295,552 | 6.62% | |
| 3. | Pgim Etf Tr - PGIM ULTRA SH BD | 196,446 | $9,733,899 | 5.24% | |
| 4. | Hartford Fds Exchange Traded - STRAT INCOM ETF | 266,848 | $9,382,371 | 5.05% | |
| 5. | First Tr Exchng Traded Fd Vi - SMIT UNCO BD ETF | 355,723 | $8,850,399 | 4.76% |
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