Instuitional Investor - Octavia Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Octavia Wealth Advisors, Llc |
| Portfolio Value | $1,004,932,418 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 2,126,014 | $117,632,378 | 11.71% | |
| 2. | Spdr Series Trust | 1,046,805 | $109,401,592 | 10.89% | |
| 3. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 1,562,280 | $72,501,715 | 7.21% | |
| 4. | Ishares Inc - CORE MSCI EMKT | 752,066 | $49,576,178 | 4.93% | |
| 5. | AAPL | 188,740 | $48,058,811 | 4.78% |
Hedge Fund Resource Center 
