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Home > Institutional Investor > Portus Wealth Advisors, Llc > Profile

Instuitional Investor - Portus Wealth Advisors, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Portus Wealth Advisors, Llc
Portfolio Value	$100,279,382

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Tr - MSCI ACWI ETF		113,287	$15,660,766	15.62%
2.	Schwab Strategic Trust	FNDF	393,146	$12,545,290	12.51%
3.	Spdr Index Shs Fds - MSCI ACWI EXUS		232,762	$8,128,056	8.11%
4.	Tidal Trust I		254,855	$6,368,817	6.35%
5.	Schwab Strategic Trust	FNDF	122,789	$3,352,145	3.34%