Instuitional Investor - R.p. Boggs & Co. Wealth Mangement

Fund Profile
Filing Period:
Fund Name: R.p. Boggs & Co. Wealth Mangement
Portfolio Value $208,004,253
Filing Period:
No. Security Ticker Shares Value % Port
1.
Fidelity Total Bond Etf - ETF
503,022 $22,942,837 11.03%
2. QXO 1,141,820 $22,037,141 10.59%
3. GLD 42,689 $18,690,349 8.99%
4. ROAD 138,312 $15,615,442 7.51%
5.
Perimeter Solutions Inc Common Stock
599,371 $15,511,721 7.46%