Instuitional Investor - Rise Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Rise Advisors, Llc |
| Portfolio Value | $278,821,992 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Growth Etf | 91,599 | $43,931,727 | 15.76% | |
| 2. | Vanguard Value Etf | 220,772 | $41,171,733 | 14.77% | |
| 3. | Vanguard Core Bond Etf | 222,133 | $17,417,462 | 6.25% | |
| 4. | Janus Henderson Mortgage-Backed Securities Etf | 360,408 | $16,459,825 | 5.9% | |
| 5. | Fidelity Total Bond Etf | 311,631 | $14,409,823 | 5.17% |
Hedge Fund Resource Center 
