Instuitional Investor - Rooted Wealth Advisors, Inc.
Fund Profile
Filing Period:
| Fund Name: | Rooted Wealth Advisors, Inc. |
| Portfolio Value | $289,295,433 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 80,943 | $46,397,891 | 16.04% | |
| 2. | Ishares Tr | 256,739 | $16,641,841 | 5.75% | |
| 3. | J P Morgan Exchange Traded F | 264,139 | $14,992,525 | 5.18% | |
| 4. | Spdr Series Trust | 152,287 | $14,595,219 | 5.05% | |
| 5. | Ishares Tr - CORE MSCI TOTAL | 180,932 | $13,978,838 | 4.83% |
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