Instuitional Investor - Stonehaven Wealth & Tax Solutions, Llc
Fund Profile
Filing Period:
| Fund Name: | Stonehaven Wealth & Tax Solutions, Llc |
| Portfolio Value | $113,043,558 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | J P Morgan Exchange Traded F | 151,541 | $11,080,678 | 9.8% | |
| 2. | Spdr Series Trust | 137,753 | $10,543,615 | 9.33% | |
| 3. | IEF | 86,706 | $8,607,305 | 7.61% | |
| 4. | First Tr Exchange Traded Fd - SMID RISNG ETF | 173,094 | $6,825,096 | 6.04% | |
| 5. | First Tr Exchng Traded Fd Vi | 241,294 | $5,976,852 | 5.29% |
Hedge Fund Resource Center 
