Instuitional Investor - Warren Street Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Warren Street Wealth Advisors, Llc |
| Portfolio Value | $335,304,953 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 94,235 | $57,707,625 | 17.21% | |
| 2. | J P Morgan Exchange Traded F | 640,580 | $40,298,883 | 12.02% | |
| 3. | Wisdomtree Tr | 579,265 | $21,977,300 | 6.55% | |
| 4. | World Gold Tr | 198,129 | $15,146,962 | 4.52% | |
| 5. | Wisdomtree Tr | 618,316 | $13,225,850 | 3.94% |