Instuitional Investor - Stonehaven Wealth & Tax Solutions, Llc
Fund Profile
Filing Period:
| Fund Name: | Stonehaven Wealth & Tax Solutions, Llc |
| Portfolio Value | $102,446,819 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | J P Morgan Exchange Traded F | 155,434 | $10,491,795 | 10.24% | |
| 2. | Spdr Series Trust | 141,190 | $10,263,101 | 10.02% | |
| 3. | IEF | 77,459 | $7,683,933 | 7.5% | |
| 4. | First Tr Exchng Traded Fd Vi | 245,652 | $6,114,278 | 5.97% | |
| 5. | First Tr Exchange-Traded Fd - SMID RISNG ETF | 169,391 | $5,976,114 | 5.83% |
