Instuitional Investor - Rise Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Rise Advisors, Llc |
| Portfolio Value | $226,311,422 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Value Etf | 197,999 | $34,202,331 | 15.11% | |
| 2. | Vanguard Growth Etf | 82,856 | $30,724,801 | 13.58% | |
| 3. | Dimensional Etf Trust | 619,158 | $26,041,781 | 11.51% | |
| 4. | Janus Henderson Mortgage-Backed Securities Etf | 317,886 | $14,368,425 | 6.35% | |
| 5. | Dimensional Etf Trust | 224,218 | $11,544,987 | 5.1% |
