Instuitional Investor - Ruggaard & Associates Llc
Fund Profile
Filing Period:
| Fund Name: | Ruggaard & Associates Llc |
| Portfolio Value | $167,929,811 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | J P Morgan Exchange Traded F | 261,179 | $13,105,979 | 7.8% | |
| 2. | Capital Grp Fixed Incm Etf T | 562,071 | $12,084,522 | 7.19% | |
| 3. | Ishares Tr | 474,954 | $12,044,843 | 7.17% | |
| 4. | Vanguard Scottsdale Funds | 141,875 | $10,661,906 | 6.34% | |
| 5. | Ishares Tr | 422,716 | $10,453,767 | 6.22% |
