Instuitional Investor - Accel Wealth Management
Fund Profile
Filing Period:
| Fund Name: | Accel Wealth Management |
| Portfolio Value | $464,263,927 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr | 292,343 | $22,039,715 | 4.75% | |
| 2. | SCHD | 471,846 | $16,953,411 | 3.65% | |
| 3. | Janus Detroit Str Tr - HENDRSN SHRT ETF | 343,331 | $16,672,140 | 3.59% | |
| 4. | Vanguard Index Fds - MRNGSTR VAL ETF | 53,078 | $11,469,064 | 2.47% | |
| 5. | Vanguard Index Fds | 30,421 | $11,384,714 | 2.45% |