Instuitional Investor - Oak Barrel Wealth Advisory Llc
Fund Profile
Filing Period:
| Fund Name: | Oak Barrel Wealth Advisory Llc |
| Portfolio Value | $226,452,999 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Putnam Etf Trust | 1,442,912 | $73,516,366 | 32.46% | |
| 2. | IEF | 34,503 | $25,838,808 | 11.41% | |
| 3. | J P Morgan Exchange Traded F - U S TEC LEA ETF | 120,621 | $13,455,466 | 5.94% | |
| 4. | DYNF | 252,580 | $13,316,018 | 5.88% | |
| 5. | J P Morgan Exchange Traded F | 116,833 | $10,743,297 | 4.74% |
Hedge Fund Resource Center 
