Instuitional Investor - Mascagni Wealth Management, Inc.
Fund Profile
Filing Period:
Fund Name: | Mascagni Wealth Management, Inc. |
Portfolio Value | $100,512,538 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Ishares Convertible Bond Etf - ETF | 64,392 | $5,383,819 | 5.36% | |
2. | Invesco S&P Midcap Quality Etf - ETF | 52,305 | $4,787,486 | 4.76% | |
3. | AAPL | 20,273 | $4,503,178 | 4.48% | |
4. | Ishares High Yield Bond Etf - ETF | 94,074 | $4,429,933 | 4.41% | |
5. | MSFT | 8,533 | $3,203,063 | 3.19% |