Instuitional Investor - Shepherd Wealth Management Ltd Liability Co
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SPY | 200,652 | $57,761,941 | 31.95% | |
| 2. | Ishares Tr - USD GRN BOND ETF | 531,914 | $43,537,382 | 24.08% | |
| 3. | Invesco Actively Managed Exc | 22,275 | $15,965,960 | 8.83% | |
| 4. | Roundhill Etf Trust - MAG SEV CAL ETF | 187,705 | $12,579,426 | 6.96% | |
| 5. | IEF | 29,608 | $8,903,647 | 4.92% |
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