Instuitional Investor - Ruggaard & Associates Llc
Fund Profile
Filing Period:
| Fund Name: | Ruggaard & Associates Llc |
| Portfolio Value | $248,789,813 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | American Centy Etf Tr | 142,821 | $15,584,629 | 6.26% | |
| 2. | Capital Grp Fixed Incm Etf T | 674,361 | $15,173,113 | 6.1% | |
| 3. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 297,298 | $15,067,052 | 6.06% | |
| 4. | Capital Group Dividend Value | 371,570 | $14,673,315 | 5.9% | |
| 5. | Ishares Tr - IBONDS DEC25 ETF | 531,633 | $13,386,522 | 5.38% |
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