Instuitional Investor - Optivise Advisory Services Llc
Fund Profile
Filing Period:
| Fund Name: | Optivise Advisory Services Llc |
| Portfolio Value | $168,133,948 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr | 180,021 | $9,107,248 | 5.42% | |
| 2. | Northern Lts Fd Tr Iii | 118,743 | $9,062,886 | 5.39% | |
| 3. | Northern Lts Fd Tr Iii | 144,566 | $8,731,041 | 5.19% | |
| 4. | Spdr Series Trust | 50,067 | $4,531,064 | 2.69% | |
| 5. | Ishares U S Etf Tr | 80,610 | $4,133,681 | 2.46% |