Instuitional Investor - Code Waechter Llc
Fund Profile
Filing Period:
| Fund Name: | Code Waechter Llc |
| Portfolio Value | $153,215,955 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | FNDF | 460,885 | $14,642,304 | 9.56% | |
| 2. | Ishares Tr | 120,427 | $12,104,072 | 7.9% | |
| 3. | Capital Group Dividend Value | 287,896 | $12,025,395 | 7.85% | |
| 4. | Vanguard Index Fds - SMALL CP ETF | 42,240 | $10,796,978 | 7.05% | |
| 5. | Vanguard Admiral Fds Inc | 72,658 | $6,881,476 | 4.49% |