Instuitional Investor - Portus Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Portus Wealth Advisors, Llc |
| Portfolio Value | $106,205,192 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr - MSCI ACWI ETF | 117,513 | $16,260,244 | 15.31% | |
| 2. | FNDF | 365,214 | $10,638,681 | 10.02% | |
| 3. | Spdr Index Shs Fds | 279,845 | $10,239,528 | 9.64% | |
| 4. | Vanguard Index Fds - VALUE ETF | 36,163 | $7,095,104 | 6.68% | |
| 5. | Tidal Trust I | 260,979 | $6,229,572 | 5.87% |