Instuitional Investor - Carsonallaria Wealth Management, Ltd.
Fund Profile
Filing Period:
| Fund Name: | Carsonallaria Wealth Management, Ltd. |
| Portfolio Value | $139,506,683 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 326,677 | $15,232,963 | 10.91% | |
| 2. | Dimensional Etf Trust | 256,967 | $13,318,646 | 9.54% | |
| 3. | Spdr Series Trust | 184,885 | $12,028,671 | 8.62% | |
| 4. | Ishares Tr | 109,937 | $6,998,623 | 5.01% | |
| 5. | Dimensional Etf Trust | 110,049 | $6,561,127 | 4.7% |
