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Home > Institutional Investor > Ball & Co Wealth Management Inc. > Profile

Instuitional Investor - Ball & Co Wealth Management Inc.

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Ball & Co Wealth Management Inc.
Portfolio Value	$119,506

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Specialized Funds - DIV APP ETF		124,056	$26,679	22.32%
2.	Ishares Tr - EAFE VALUE ETF		250,449	$18,620	15.58%
3.	Ishares Trust	IEF	33,455	$14,265	11.94%
4.	Spdr Gold Trust	GLD	33,141	$14,260	11.93%
5.	Kraneshares Trust		373,902	$10,252	8.58%