Instuitional Investor - Opal Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Opal Wealth Advisors, Llc |
| Portfolio Value | $360,540,778 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Putnam Etf Trust | 1,482,253 | $59,631,028 | 16.54% | |
| 2. | Legg Mason Etf Invt | 573,799 | $45,508,037 | 12.62% | |
| 3. | Vanguard Index Fds - SM CP VAL ETF | 184,022 | $35,886,118 | 9.95% | |
| 4. | Ishares Tr | 382,554 | $18,611,253 | 5.16% | |
| 5. | AAPL | 59,407 | $12,188,485 | 3.38% |
