Instuitional Investor - Carsonallaria Wealth Management, Ltd.
Fund Profile
Filing Period:
| Fund Name: | Carsonallaria Wealth Management, Ltd. |
| Portfolio Value | $202,421,933 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 422,684 | $23,915,443 | 11.81% | |
| 2. | Spdr Series Trust | 241,101 | $23,606,194 | 11.66% | |
| 3. | Dimensional Etf Trust | 281,089 | $19,931,996 | 9.85% | |
| 4. | Ishares Tr - CORE MSCI INTL | 158,079 | $13,210,652 | 6.53% | |
| 5. | Spdr Series Trust | 124,435 | $11,769,072 | 5.81% |