Instuitional Investor - Lord & Richards Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Lord & Richards Wealth Management, Llc |
| Portfolio Value | $127,771,697 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | KRE | 209,830 | $18,439,813 | 14.43% | |
| 2. | Etf Ser Solutions | 268,008 | $12,365,934 | 9.68% | |
| 3. | Bny Mellon Etf Trust - CORE BOND ETF | 255,358 | $10,712,285 | 8.38% | |
| 4. | Vanguard Tax-Managed Fds | 124,817 | $8,893,153 | 6.96% | |
| 5. | Etf Ser Solutions | 298,491 | $8,581,606 | 6.72% |
Hedge Fund Resource Center 
