Instuitional Investor - Lord & Richards Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Lord & Richards Wealth Management, Llc |
| Portfolio Value | $95,657,087 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Etf Ser Solutions | 236,888 | $9,807,164 | 10.25% | |
| 2. | Bny Mellon Etf Trust - CORE BOND ETF | 212,775 | $8,974,860 | 9.38% | |
| 3. | Spdr Series Trust | 115,334 | $8,383,607 | 8.76% | |
| 4. | Etf Ser Solutions | 261,886 | $7,526,602 | 7.87% | |
| 5. | Doubleline Etf Trust - MORTGAGE ETF | 96,371 | $4,728,931 | 4.94% |
