Instuitional Investor - Presper Financial Architects, Llc
Fund Profile
Filing Period:
| Fund Name: | Presper Financial Architects, Llc |
| Portfolio Value | $191,667,952 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | XLE | 166,401 | $31,702,793 | 16.54% | |
| 2. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 619,230 | $28,168,770 | 14.7% | |
| 3. | Listed Fds Tr - ROUN MA SEVE ETF | 340,161 | $21,872,352 | 11.41% | |
| 4. | Capital Group Equity Etf Tr - US SM MI CA ETF | 641,960 | $21,165,421 | 11.04% | |
| 5. | Capital Group New Geography | 473,897 | $17,752,182 | 9.26% |
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