Instuitional Investor - Magnolia Private Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Magnolia Private Wealth, Llc |
| Portfolio Value | $136,366,130 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Avantis U.s. Equity Etf - ETF | 233,049 | $10,792,978 | 7.91% | |
| 2. | Avantis International Equity Etf - ETF | 175,379 | $8,929,717 | 6.55% | |
| 3. | Janus Henderson Aaa Clo Etf - ETF | 152,333 | $7,735,475 | 5.67% | |
| 4. | PAGP | 317,275 | $6,704,008 | 4.92% | |
| 5. | Wisdomtree Efficient Gold Plus Equity Strategy Fund - ETF | 115,178 | $5,723,911 | 4.2% |