Instuitional Investor - Rooted Wealth Advisors, Inc.
Fund Profile
Filing Period:
| Fund Name: | Rooted Wealth Advisors, Inc. |
| Portfolio Value | $408,484,924 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - SP 500 ETF SHS | 82,649 | $56,764,318 | 13.9% | |
| 2. | Invesco Exch Traded Fd Tr Ii | 428,286 | $25,821,338 | 6.32% | |
| 3. | KRE | 190,829 | $22,706,751 | 5.56% | |
| 4. | Ishares Tr | 242,848 | $18,405,483 | 4.51% | |
| 5. | Invesco Actively Managed Exc | 323,263 | $15,151,337 | 3.71% |
Hedge Fund Resource Center 
