Professional Financial Advisors, LLC

Key Holdings

The portfolio is dominated by a few massive positions in broad-market and fixed-income ETFs, suggesting a core-satellite approach.

• SPTM (SPDR Portfolio S&P 500 ETF): The largest holding at $135.21M, representing 27.62% of the portfolio. This provides broad exposure to the U.S. equity market.
• AGG (iShares Core U.S. Aggregate Bond ETF): A new position and the second-largest holding at $69.03M (14.10%). This significant allocation to fixed income indicates a strong focus on income generation and risk mitigation.
• WisdomTree Trust ($26.77M): The third-largest holding, likely representing a specific equity or income strategy.
• VXUS (Vanguard Total International Stock ETF): A new position worth $22.40M (4.58%), providing necessary international diversification.