CPA Asset Management Group, LLC

**CPA Asset Management Group, LLC** manages $285M across a diversified portfolio of 106 holdings. The strategy exhibits significant allocations to fixed income and broad market exposure, notably featuring FBND at $31.3M and IAU* at $20.2M. Top positions also include DFAE ($21.9M) and DFAI ($16.5M), suggesting a tactical tilt toward specific sector or asset class mandates. The concentration in these core holdings indicates a disciplined, research-driven approach to capital deployment.

📌 Top Holdings