Instuitional Investor - Sun Financial Inc

Fund Profile
Filing Period:
Fund Name: Sun Financial Inc
Portfolio Value $211,973,577
Filing Period:
No. Security Ticker Shares Value % Port
1.
First Tr Exchange Traded Fd - BUYWRIT INCM ETF
422,859 $10,131,697 4.78%
2.
First Tr Exchng Traded Fd Vi - FT LADD BUFF ETF
236,154 $8,815,629 4.16%
3. SCHD 239,789 $8,359,033 3.94%
4.
Tidal Trust Iii - FUND GRA MID ETF
223,077 $6,830,618 3.22%
5.
First Tr Exchange Traded Fd
266,320 $5,906,988 2.79%