Instuitional Investor - Sugarloaf Wealth Management, Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Aptus Defined Risk Etf | 2,068,912 | $52,136,575 | 12.56% | |
| 2. | Aptus Enhanced Yield Etf | 1,466,896 | $34,713,657 | 8.36% | |
| 3. | Aptus Collared Investment Opportunity Etf | 954,744 | $31,659,312 | 7.63% | |
| 4. | Vanguard Whitehall Funds | 300,535 | $23,844,471 | 5.74% | |
| 5. | Opus Small Cap Value Etf | 690,200 | $23,170,709 | 5.58% |
