Instuitional Investor - Oregon Pacific Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Oregon Pacific Wealth Management, Llc |
| Portfolio Value | $115,701,928 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | MSFT | 13,937 | $7,218,666 | 6.24% | |
| 2. | Spdr Index Shs Fds | 153,235 | $6,556,925 | 5.67% | |
| 3. | Ea Series Trust | 222,047 | $6,555,605 | 5.67% | |
| 4. | Ea Series Trust | 182,455 | $6,308,163 | 5.45% | |
| 5. | Ea Series Trust | 189,187 | $4,804,403 | 4.15% |
Hedge Fund Resource Center 
