Instuitional Investor - Octavia Wealth Advisors, Llc
13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Spdr Series Trust | 2,064,818 | $108,072,575 | 12.29% | |
2. | Spdr Series Trust | 1,031,905 | $98,361,225 | 11.19% | |
3. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 1,460,941 | $67,094,421 | 7.63% | |
4. | Ishares Inc - CORE MSCI EMKT | 734,254 | $44,077,279 | 5.01% | |
5. | AAPL | 183,067 | $37,559,781 | 4.27% |