Instuitional Investor - Oaktrust Wealth Advisors, Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 484,422 | $14,183,885 | 13.09% | |
| 2. | Ishares U S Etf Tr | 140,643 | $7,186,869 | 6.63% | |
| 3. | J P Morgan Exchange Traded F | 122,120 | $6,391,589 | 5.9% | |
| 4. | SPY | 8,672 | $5,913,385 | 5.46% | |
| 5. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 122,295 | $5,630,469 | 5.2% |