Instuitional Investor - Optivise Advisory Services Llc
Fund Profile
Filing Period:
| Fund Name: | Optivise Advisory Services Llc |
| Portfolio Value | $165,174,591 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr | 230,838 | $11,687,340 | 7.08% | |
| 2. | Ishares U S Etf Tr | 163,727 | $8,323,071 | 5.04% | |
| 3. | Northern Lts Fd Tr Iii | 88,467 | $6,177,668 | 3.74% | |
| 4. | Northern Lts Fd Tr Iii | 108,137 | $6,159,316 | 3.73% | |
| 5. | Wisdomtree Tr | 106,875 | $5,380,075 | 3.26% |