Instuitional Investor - Sbe Llc Dba Cedar Cove Wealth Partners
Fund Profile
Filing Period:
| Fund Name: | Sbe Llc Dba Cedar Cove Wealth Partners |
| Portfolio Value | $190,573,890 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Goldman Sachs Etf Tr | 393,803 | $36,425,326 | 19.11% | |
| 2. | Ishares Tr - ESG EAFE ETF | 237,333 | $17,906,772 | 9.4% | |
| 3. | Touchstone Etf Trust | 585,952 | $14,485,953 | 7.6% | |
| 4. | Vaneck Fds | 203,600 | $6,590,536 | 3.46% | |
| 5. | Alps Etf Trust | 218,318 | $5,622,770 | 2.95% |