Instuitional Investor - Lord & Richards Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Lord & Richards Wealth Management, Llc |
| Portfolio Value | $113,987,922 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 201,608 | $15,431,090 | 13.54% | |
| 2. | Etf Ser Solutions | 259,536 | $10,890,122 | 9.55% | |
| 3. | Bny Mellon Etf Trust - CORE BOND ETF | 239,716 | $10,116,028 | 8.87% | |
| 4. | Etf Ser Solutions | 286,935 | $7,841,917 | 6.88% | |
| 5. | Vanguard Tax-Managed Fds | 119,901 | $7,683,340 | 6.74% |
Hedge Fund Resource Center 
