Instuitional Investor - Morganrosel Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Morganrosel Wealth Management, Llc |
| Portfolio Value | $385,927,343 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Total Stock Market Etf - ETF | 239,479 | $78,589,708 | 20.36% | |
| 2. | FNDF | 1,150,964 | $26,794,442 | 6.94% | |
| 3. | SPY | 18,402 | $12,259,048 | 3.18% | |
| 4. | Pimco Etf Trust | 108,805 | $10,156,947 | 2.63% | |
| 5. | Ishares Msci Usa Min Vol Factor Etf - ETF | 105,804 | $10,066,193 | 2.61% |