Instuitional Investor - Carsonallaria Wealth Management, Ltd.
Fund Profile
Filing Period:
| Fund Name: | Carsonallaria Wealth Management, Ltd. |
| Portfolio Value | $186,489,570 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 216,341 | $20,621,713 | 11.06% | |
| 2. | Spdr Series Trust | 377,880 | $19,778,255 | 10.61% | |
| 3. | Dimensional Etf Trust | 287,941 | $19,297,855 | 10.35% | |
| 4. | Ishares Tr - CORE MSCI INTL | 140,679 | $10,697,266 | 5.74% | |
| 5. | Spdr Series Trust | 110,291 | $8,796,885 | 4.72% |
