Instuitional Investor - Trustwell Financial Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Trustwell Financial Advisors, Llc |
| Portfolio Value | $106,307,857 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 278,209 | $12,691,895 | 11.94% | |
| 2. | PHYS | 329,001 | $11,659,795 | 10.97% | |
| 3. | American Centy Etf Tr | 116,758 | $9,411,824 | 8.85% | |
| 4. | American Centy Etf Tr | 156,870 | $8,900,643 | 8.37% | |
| 5. | Sprott Asset Management Lp | 182,952 | $8,730,469 | 8.21% |