Instuitional Investor - Magnolia Private Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Magnolia Private Wealth, Llc |
| Portfolio Value | $182,168,949 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Avantis U.s. Equity Etf - ETF | 760,242 | $13,340,357 | 7.32% | |
| 2. | Avantis International Equity Etf - ETF | 434,018 | $11,497,439 | 6.31% | |
| 3. | Ishares 0-3 Month Treasury Bond Etf - ETF | 110,304 | $11,104,314 | 6.1% | |
| 4. | Avantis Emerging Markets Equity Etf - ETF | 211,955 | $7,823,011 | 4.29% | |
| 5. | Wisdomtree Efficient Gold Plus Equity Strategy Fund - ETF | 204,920 | $5,896,624 | 3.24% |