Instuitional Investor - Oaktrust Wealth Advisors, Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust - ST SHO TREAS ETF | 506,185 | $14,684,424 | 12.66% | |
| 2. | J P Morgan Exchange Traded F | 184,590 | $9,633,740 | 8.3% | |
| 3. | Ishares U S Etf Tr - SHOR DURA BD ETF | 156,826 | $7,944,786 | 6.85% | |
| 4. | SPY | 10,115 | $7,553,265 | 6.51% | |
| 5. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 147,059 | $6,689,715 | 5.77% |