Unique Wealth Strategies, LLC
CIK 2009809
13F portfolio (2024-Q2)
$213M
Positions
673
As reported on this filer's Form 13F for 2024-Q2, filed 2024-07-24. Long positions in SEC Section 13(f) securities; a lagged quarterly snapshot, filed up to 45 days after quarter-end. This filer has stopped filing 13F reports.
| 1 | FBND | FIDELITY TOTAL BOND ETF |
| 2 | IVV | ISHARES TR |
| 3 | MOAT | VANECK ETF TRUST |
| 4 | DBEF | DBX ETF TR |
| 5 | META | META PLATFORMS INC |
Top holdings — weights and history with Pro
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