Instuitional Investor - Rooted Wealth Advisors, Inc.
Fund Profile
Filing Period:
| Fund Name: | Rooted Wealth Advisors, Inc. |
| Portfolio Value | $327,937,140 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 82,327 | $50,656,035 | 15.45% | |
| 2. | Ishares Tr | 269,918 | $18,510,959 | 5.64% | |
| 3. | Invesco Exch Traded Fd Tr Ii - S&P INTL MOMNT | 316,654 | $17,210,145 | 5.25% | |
| 4. | Spdr Series Trust | 161,410 | $16,920,606 | 5.16% | |
| 5. | J P Morgan Exchange Traded F | 280,323 | $15,986,806 | 4.87% |
Hedge Fund Resource Center 
