Instuitional Investor - Napa Wealth Management
13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Spdr Series Trust | 101,550 | $9,315,181 | 4.46% | |
2. | Wisdomtree Tr | 175,454 | $8,827,115 | 4.22% | |
3. | Spdr Series Trust | 80,409 | $7,995,067 | 3.82% | |
4. | Simplify Exchange Traded Fun | 263,528 | $7,046,739 | 3.37% | |
5. | Ea Series Trust | 56,557 | $6,372,843 | 3.05% |