Instuitional Investor - Lord & Richards Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Lord & Richards Wealth Management, Llc |
| Portfolio Value | $88,215,536 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Etf Ser Solutions | 201,084 | $7,779,940 | 8.82% | |
| 2. | Bny Mellon Etf Trust - CORE BOND ETF | 180,892 | $7,620,981 | 8.64% | |
| 3. | Spdr Series Trust | 99,027 | $6,512,015 | 7.38% | |
| 4. | Etf Ser Solutions | 208,878 | $5,696,102 | 6.46% | |
| 5. | Vanguard Tax-Managed Fds | 59,398 | $3,019,200 | 3.42% |
