Instuitional Investor - Stonehaven Wealth & Tax Solutions, Llc
Fund Profile
Filing Period:
| Fund Name: | Stonehaven Wealth & Tax Solutions, Llc |
| Portfolio Value | $108,198,896 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 137,786 | $10,794,155 | 9.98% | |
| 2. | J P Morgan Exchange Traded F | 151,460 | $10,621,890 | 9.82% | |
| 3. | IEF | 81,301 | $8,150,425 | 7.53% | |
| 4. | First Tr Exchange-Traded Fd - SMID RISNG ETF | 170,364 | $6,477,154 | 5.99% | |
| 5. | First Tr Exchng Traded Fd Vi | 241,469 | $6,082,230 | 5.62% |