Instuitional Investor - Cassady Wealth & Retirement Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Cassady Wealth & Retirement Planning, Llc |
| Portfolio Value | $193,111,583 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr | 139,132 | $14,006,390 | 7.25% | |
| 2. | Innovator Etfs Trust | 210,051 | $8,733,921 | 4.52% | |
| 3. | Capital Group Dividend Value | 186,190 | $8,641,088 | 4.47% | |
| 4. | Innovator Etfs Trust | 192,620 | $8,122,785 | 4.21% | |
| 5. | Vanguard Tax-Managed Fds | 109,654 | $7,544,216 | 3.91% |
Hedge Fund Resource Center 
