Instuitional Investor - Rise Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Rise Advisors, Llc |
| Portfolio Value | $354,708,427 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Morningstar Growth Etf - ETF | 613,226 | $55,257,812 | 15.58% | |
| 2. | First Trust Rising Dividend Achievers Etf - ETF | 502,526 | $39,342,799 | 11.09% | |
| 3. | Vanguard Core Bond Etf - ETF | 475,516 | $35,007,486 | 9.87% | |
| 4. | Vanguard Morningstar Value Etf - ETF | 142,371 | $30,763,509 | 8.67% | |
| 5. | Fidelity Total Bond Etf - ETF | 576,937 | $24,981,366 | 7.04% |
Hedge Fund Resource Center 
