Instuitional Investor - Rise Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Rise Advisors, Llc |
| Portfolio Value | $283,748,750 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Growth Etf - ETF | 104,728 | $46,243,625 | 16.3% | |
| 2. | First Trust Rising Dividend Achievers Etf - ETF | 472,396 | $32,524,476 | 11.46% | |
| 3. | Vanguard Value Etf - ETF | 153,093 | $30,108,856 | 10.61% | |
| 4. | Vanguard Core Bond Etf - ETF | 301,439 | $23,250,008 | 8.19% | |
| 5. | Ft Vest Laddered Moderate Buffer Etf - ETF | 699,118 | $18,407,781 | 6.49% |
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