Instuitional Investor - Octavia Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Octavia Wealth Advisors, Llc |
| Portfolio Value | $1,045,762,548 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 2,722,619 | $154,045,792 | 14.73% | |
| 2. | Spdr Series Trust | 1,388,717 | $135,969,272 | 13% | |
| 3. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 1,919,010 | $87,886,608 | 8.4% | |
| 4. | IEF | 613,783 | $60,930,258 | 5.83% | |
| 5. | Ishares Inc - CORE MSCI EMKT | 760,686 | $53,057,828 | 5.07% |
Hedge Fund Resource Center 
