Instuitional Investor - Rise Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Rise Advisors, Llc |
| Portfolio Value | $355,345,692 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Growth Etf - ETF | 609,959 | $52,541,853 | 14.79% | |
| 2. | First Trust Rising Dividend Achievers Etf - ETF | 490,602 | $39,768,211 | 11.19% | |
| 3. | Vanguard Core Bond Etf - ETF | 459,797 | $35,511,343 | 9.99% | |
| 4. | Vanguard Value Etf - ETF | 141,554 | $30,848,812 | 8.68% | |
| 5. | Fidelity Total Bond Etf - ETF | 573,804 | $26,102,359 | 7.35% |
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