Instuitional Investor - Ball & Co Wealth Management Inc.

Fund Profile
Filing Period:
Fund Name: Ball & Co Wealth Management Inc.
Portfolio Value $150,270
Filing Period:
No. Security Ticker Shares Value % Port
1. IEF 77,081 $36,105 24.03%
2. GLD 57,758 $20,531 13.66%
3.
Vanguard Specialized Funds - DIV APP ETF
93,258 $20,124 13.39%
4.
Alps Etf Trust
216,829 $10,175 6.77%
5. IEF 90,587 $10,097 6.72%