Instuitional Investor - Warren Street Wealth Advisors, Llc
Fund Profile
Filing Period:
Fund Name: | Warren Street Wealth Advisors, Llc |
Portfolio Value | $303,466,663 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds - S&P 500 ETF SHS | 156,068 | $88,651,208 | 29.21% | |
2. | Wisdomtree Tr | 582,183 | $20,073,669 | 6.61% | |
3. | World Gold Tr | 243,192 | $15,933,940 | 5.25% | |
4. | Wisdomtree Tr | 636,417 | $12,660,951 | 4.17% | |
5. | Spdr Index Shs Fds - S&P GBLINF ETF | 170,913 | $11,507,906 | 3.79% |