Instuitional Investor - Sbe Llc Dba Cedar Cove Wealth Partners
Fund Profile
Filing Period:
| Fund Name: | Sbe Llc Dba Cedar Cove Wealth Partners |
| Portfolio Value | $191,332,513 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Goldman Sachs Etf Tr | 364,906 | $35,284,729 | 18.44% | |
| 2. | Ishares Tr - ESG EAFE ETF | 235,791 | $17,722,036 | 9.26% | |
| 3. | Touchstone Etf Trust | 492,718 | $13,973,978 | 7.3% | |
| 4. | Sprott Asset Management Lp | 150,762 | $6,904,886 | 3.61% | |
| 5. | Invesco Exchange Traded Fd T | 94,357 | $6,328,877 | 3.31% |
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