Instuitional Investor - Wavvest Wealth Llc
Fund Profile
Filing Period:
| Fund Name: | Wavvest Wealth Llc |
| Portfolio Value | $124,011,124 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Invesco S&P 500 Equal Weight Etf - ETF | 45,231 | $9,408,948 | 7.59% | |
| 2. | IEF | 11,611 | $8,892,529 | 7.17% | |
| 3. | Proshares S&P 500 Dividend Aristocrats Etf - ETF | 113,819 | $6,158,347 | 4.97% | |
| 4. | Jpmorgan Ultra-Short Income Etf - ETF | 103,982 | $5,237,576 | 4.22% | |
| 5. | DYNF | 130,159 | $4,731,273 | 3.82% |