Instuitional Investor - Serenus Wealth Advisors, Llc
Fund Profile
Filing Period:
Fund Name: | Serenus Wealth Advisors, Llc |
Portfolio Value | $602,550,077 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Wisdomtree Floating Rate Treasury Fund - ETF | 5,598,422 | $281,768,536 | 46.76% | |
2. | SPY | 146,907 | $82,175,668 | 13.64% | |
3. | IEF | 144,883 | $44,061,702 | 7.31% | |
4. | Invesco Qqq Trust Series I - ETF | 102,140 | $43,869,338 | 7.28% | |
5. | Wisdomtree Us Quality Dividend Growth Fund - ETF | 403,244 | $32,203,066 | 5.34% |