Instuitional Investor - Phoenix Wealth Advisors
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 454,891 | $23,031,141 | 10.04% | |
| 2. | J P Morgan Exchange Traded F - ULTRA SHT MUNCPL | 180,633 | $9,185,174 | 4% | |
| 3. | Ishares Tr | 259,113 | $8,727,055 | 3.8% | |
| 4. | Pgim Etf Tr - PGIM ULTRA SH BD | 170,923 | $8,499,993 | 3.7% | |
| 5. | Ishares Tr - US TREAS BD ETF | 349,690 | $8,037,629 | 3.5% |
