Instuitional Investor - Madson Wealth Advisors Inc
Fund Profile
Filing Period:
| Fund Name: | Madson Wealth Advisors Inc |
| Portfolio Value | $147,114,506 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Specialized Funds - DIV APP ETF | 39,095 | $9,250,710 | 6.29% | |
| 2. | Ishares Tr | 91,162 | $9,177,265 | 6.24% | |
| 3. | VYM | 96,283 | $8,990,923 | 6.11% | |
| 4. | Ishares Tr | 118,526 | $8,983,068 | 6.11% | |
| 5. | Ishares Tr - US TREAS BD ETF | 362,918 | $8,267,281 | 5.62% |