Instuitional Investor - Cassady Schiller Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Cassady Schiller Wealth Management, Llc |
| Portfolio Value | $199,320,685 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Value Etf | 221,046 | $33,046,343 | 16.57% | |
| 2. | Vanguard S&P 500 Etf | 35,267 | $15,404,715 | 7.72% | |
| 3. | PG | 85,303 | $12,500,950 | 6.27% | |
| 4. | Vanguard Growth Etf | 38,173 | $11,867,068 | 5.95% | |
| 5. | Ishares Short Maturity Bond Etf | 127,350 | $6,433,727 | 3.22% |
