Instuitional Investor - Melone Private Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Melone Private Wealth, Llc |
| Portfolio Value | $235,776,320 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Wisdomtree Tr | 429,196 | $21,597,133 | 9.16% | |
| 2. | Davis Fundamental Etf Tr | 294,343 | $15,049,753 | 6.38% | |
| 3. | Spdr Series Trust | 501,392 | $14,460,138 | 6.13% | |
| 4. | Capital Group Dividend Value | 319,721 | $13,952,638 | 5.92% | |
| 5. | IEF | 108,593 | $13,050,662 | 5.54% |