Instuitional Investor - Cascades Capital Asset Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Cascades Capital Asset Management, Llc |
| Portfolio Value | $270,374,241 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Dividend Appreciation Etf | 133,957 | $31,696,790 | 11.72% | |
| 2. | Vanguard S&P 500 Etf | 40,743 | $27,982,468 | 10.35% | |
| 3. | Vanguard S&P 500 Value | 64,580 | $14,156,503 | 5.24% | |
| 4. | Vanguard Value Etf | 62,880 | $13,703,506 | 5.07% | |
| 5. | AAPL | 43,122 | $12,477,811 | 4.62% |