Instuitional Investor - Rooted Wealth Advisors, Inc.
Fund Profile
Filing Period:
| Fund Name: | Rooted Wealth Advisors, Inc. |
| Portfolio Value | $379,222,872 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 81,617 | $53,177,033 | 14.02% | |
| 2. | Invesco Exch Traded Fd Tr Ii - S&P INTL MOMNT | 379,170 | $22,625,085 | 5.97% | |
| 3. | Spdr Series Trust | 192,017 | $21,229,357 | 5.6% | |
| 4. | Ishares Tr | 237,885 | $17,398,874 | 4.59% | |
| 5. | Invesco Actively Managed Exc | 291,422 | $13,755,118 | 3.63% |
Hedge Fund Resource Center 
