Instuitional Investor - Twin Peaks Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Twin Peaks Wealth Advisors, Llc |
| Portfolio Value | $308,767,077 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | AAPL | 62,338 | $14,315,849 | 4.64% | |
| 2. | META | 15,766 | $12,455,122 | 4.03% | |
| 3. | First Trust Smith Opportunistic Fixed Income Etf - ETF | 195,132 | $8,565,270 | 2.77% | |
| 4. | IEF | 12,911 | $8,337,177 | 2.7% | |
| 5. | Ishares Msci Usa Quality Factor Etf - ETF | 44,081 | $8,253,198 | 2.67% |
