Instuitional Investor - Moss Adams Wealth Advisors Llc
Fund Profile
Filing Period:
| Fund Name: | Moss Adams Wealth Advisors Llc |
| Portfolio Value | $1,367,255,639 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 1,259,916 | $404,193,790 | 29.56% | |
| 2. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 2,625,401 | $123,603,881 | 9.04% | |
| 3. | Global X Fds - US INFR DEV ETF | 1,816,958 | $92,319,662 | 6.75% | |
| 4. | XLB | 1,797,461 | $82,485,504 | 6.03% | |
| 5. | SMH | 173,466 | $66,506,796 | 4.86% |
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