Instuitional Investor - Burkett Financial Services, Llc
Fund Profile
Filing Period:
| Fund Name: | Burkett Financial Services, Llc |
| Portfolio Value | $331,372,504 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SCHD | 1,620,809 | $58,235,699 | 17.57% | |
| 2. | SCHD | 1,694,694 | $55,128,405 | 16.64% | |
| 3. | Msci Eafe Hedged Dollar Etf | 482,616 | $26,519,792 | 8% | |
| 4. | Vanguard Ftse Developed Markets Etf | 374,265 | $26,426,868 | 7.97% | |
| 5. | Eagle Capital Select Equity Etf | 647,552 | $22,036,195 | 6.65% |
Hedge Fund Resource Center 
