Instuitional Investor - Morganrosel Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Morganrosel Wealth Management, Llc |
| Portfolio Value | $366,927,881 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Total Stock Market Etf - ETF | 238,298 | $72,426,034 | 19.74% | |
| 2. | FNDF | 1,233,156 | $27,252,748 | 7.43% | |
| 3. | SPY | 18,552 | $11,462,293 | 3.12% | |
| 4. | Ishares Msci Usa Min Vol Factor Etf - ETF | 116,624 | $10,947,495 | 2.98% | |
| 5. | Ishares Gold Trust Micro Etf Of Benef Interest - ETF | 299,558 | $9,882,418 | 2.69% |
