Instuitional Investor - Cassady Wealth & Retirement Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Cassady Wealth & Retirement Planning, Llc |
| Portfolio Value | $215,040,586 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr | 141,516 | $14,246,440 | 6.63% | |
| 2. | Capital Group Dividend Value | 197,506 | $9,733,120 | 4.53% | |
| 3. | Innovator Etfs Trust | 209,705 | $8,849,551 | 4.12% | |
| 4. | Vanguard Tax-Managed Fds | 117,852 | $8,396,931 | 3.9% | |
| 5. | Innovator Etfs Trust | 192,620 | $8,294,217 | 3.86% |
Hedge Fund Resource Center 
