Instuitional Investor - Magnolia Private Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Magnolia Private Wealth, Llc |
| Portfolio Value | $129,003,376 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Avantis U.s. Equity Etf - ETF | 94,494 | $9,526,902 | 7.39% | |
| 2. | Janus Henderson Aaa Clo Etf - ETF | 160,842 | $8,162,719 | 6.33% | |
| 3. | Avantis International Equity Etf - ETF | 107,549 | $7,959,714 | 6.17% | |
| 4. | Simplify Short Term Treasury Futures Strategy Etf - ETF | 293,142 | $6,457,926 | 5.01% | |
| 5. | FNDF | 223,627 | $5,487,812 | 4.25% |
