Instuitional Investor - Rise Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Rise Advisors, Llc |
| Portfolio Value | $251,855,995 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Growth Etf | 86,306 | $37,836,578 | 15.02% | |
| 2. | Vanguard Value Etf | 206,101 | $36,426,375 | 14.46% | |
| 3. | Dimensional Etf Trust | 640,180 | $27,054,005 | 10.74% | |
| 4. | Janus Henderson Mortgage-Backed Securities Etf | 335,723 | $15,124,313 | 6.01% | |
| 5. | Dimensional Etf Trust | 234,148 | $12,634,606 | 5.02% |
