Instuitional Investor - Mascagni Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Mascagni Wealth Management, Inc. |
| Portfolio Value | $140,355,825 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Convertible Bond Etf - ETF | 81,241 | $8,269,568 | 5.89% | |
| 2. | NVDA | 34,336 | $5,988,229 | 4.27% | |
| 3. | Capital Group Dividend Value Etf - ETF | 134,698 | $5,730,068 | 4.08% | |
| 4. | Invesco S&P Midcap Quality Etf - ETF | 55,327 | $5,719,157 | 4.07% | |
| 5. | AAPL | 20,292 | $5,149,882 | 3.67% |
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