Instuitional Investor - Waterloo Capital, L.p.
Fund Profile
Filing Period:
| Fund Name: | Waterloo Capital, L.p. |
| Portfolio Value | $617,835,858 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 39,823 | $19,020,808 | 3.07% | |
| 2. | Aptus Collared Investment Opportunity Etf | 549,487 | $18,220,976 | 2.94% | |
| 3. | Ishares Core Aggressive Allocation Etf | 243,462 | $16,811,038 | 2.72% | |
| 4. | Ishares Msci Usa Quality Factor Etf | 91,520 | $13,466,199 | 2.17% | |
| 5. | BND | 168,332 | $12,964,937 | 2.09% |
