Instuitional Investor - Shah Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Shah Wealth Advisors, Llc |
| Portfolio Value | $433,297,898 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | DYNF | 993,630 | $67,576,752 | 15.6% | |
| 2. | VGT | 277,415 | $33,156,597 | 7.65% | |
| 3. | Vanguard Morningstar Mid-Cap Value Etf - ETF | 136,988 | $27,068,740 | 6.25% | |
| 4. | IAU | 355,328 | $26,830,817 | 6.19% | |
| 5. | Ishares International Equity Factor Etf - ETF | 654,401 | $26,804,247 | 6.19% |