Instuitional Investor - Opal Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Opal Wealth Advisors, Llc |
| Portfolio Value | $462,998,349 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Putnam Etf Trust | 1,562,614 | $79,615,201 | 17.2% | |
| 2. | Legg Mason Etf Invt | 681,595 | $58,385,400 | 12.61% | |
| 3. | Vanguard Index Fds - SM CP VAL ETF | 199,493 | $48,474,831 | 10.47% | |
| 4. | Advisors Inner Circle Fd Iii - GQG US EQUIT ETF | 1,594,863 | $40,509,516 | 8.75% | |
| 5. | HYG | 414,929 | $20,020,344 | 4.32% |