Instuitional Investor - Carsonallaria Wealth Management, Ltd.
Fund Profile
Filing Period:
| Fund Name: | Carsonallaria Wealth Management, Ltd. |
| Portfolio Value | $172,595,848 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 365,892 | $18,686,121 | 10.83% | |
| 2. | Spdr Series Trust | 209,883 | $16,868,365 | 9.77% | |
| 3. | Dimensional Etf Trust | 266,047 | $16,090,570 | 9.32% | |
| 4. | Ishares Tr - CORE MSCI INTL | 136,292 | $9,389,200 | 5.44% | |
| 5. | Spdr Series Trust | 107,223 | $8,406,327 | 4.87% |
