COHALO ADVISORY LLC

PrivateCIK: 2056438
Location

SNOQUALMIE, WA

13
Positions
$1.41M
Total AUM (reported)
60.64K
Total Shares

Allocation by class

TOTAL AUM$1.41M13 positions
PREMIUM PLUS ETF$309.5K21.9%
IPATH S&P 500 SH$228.5K16.2%
GLOBAL EQUITY$211.8K15.0%
ACCES TREASURY$183.2K13.0%
0-3 MNTH TREASRY$183.2K13.0%
RETURN STCKD US$89.4K6.3%
RET STCKD GL STK$71.1K5.0%

Portfolio Concentration

Top 353.1%4–1046.4%11–250.5%TOP 1099.5%0%100%
Top 3$749.8K53.1%
4–10$655.4K46.4%
11–25$7.7K0.5%

Top 3 weight

53.1%

Top 10 weight

99.5%

Voting Authority Distribution

Total shares with voting rights: 60.64K

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

60.64K

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole13
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings13
Rows:

VOLATILITY SHS TR

SOLE
PREMIUM PLUS ETF
Shares37.20K
TypeSH
Market value$309.5K
21.91%
Sole
0.00
Shared
0.00
None
37.20K

BARCLAYS BANK PLC

SOLE
IPATH S&P 500 SH
Shares6.40K
TypeSH
Market value$228.5K
16.17%
Sole
0.00
Shared
0.00
None
6.40K

ISHARES TR

SOLE
GLOBAL EQUITY
Shares4.06K
TypeSH
Market value$211.8K
14.99%
Sole
0.00
Shared
0.00
None
4.06K

GOLDMAN SACHS ETF TR

SOLE
ACCES TREASURY
Shares1.83K
TypeSH
Market value$183.2K
12.97%
Sole
0.00
Shared
0.00
None
1.83K

ISHARES TR

SOLE
0-3 MNTH TREASRY
Shares1.82K
TypeSH
Market value$183.2K
12.96%
Sole
0.00
Shared
0.00
None
1.82K

TIDAL TR II

SOLE
RETURN STCKD US
Shares3.16K
TypeSH
Market value$89.4K
6.32%
Sole
0.00
Shared
0.00
None
3.16K

TIDAL TR II

SOLE
RET STCKD GL STK
Shares2.61K
TypeSH
Market value$71.1K
5.03%
Sole
0.00
Shared
0.00
None
2.61K

TIDAL TR II

SOLE
RETURN STACKED U
Shares2.36K
TypeSH
Market value$52.4K
3.71%
Sole
0.00
Shared
0.00
None
2.36K

GOLDMAN SACHS ETF TR

SOLE
HEDGE IND ETF
Shares311.00
TypeSH
Market value$45.4K
3.22%
Sole
0.00
Shared
0.00
None
311.00

SPDR SER TR

SOLE
BLOOMBERG ENHNCD
Shares869.00
TypeSH
Market value$30.7K
2.17%
Sole
0.00
Shared
0.00
None
869.00

COSTCO WHSL CORP NEW

SOLE
COM
Shares3.00
TypeSH
Market value$3.0K
0.21%
Sole
0.00
Shared
0.00
None
3.00

MARRIOTT INTL INC NEW

SOLE
CL A
Shares8.00
TypeSH
Market value$2.6K
0.19%
Sole
0.00
Shared
0.00
None
8.00

AMAZON COM INC

SOLE
COM
Shares10.00
TypeSH
Market value$2.1K
0.15%
Sole
0.00
Shared
0.00
None
10.00