Instuitional Investor - Code Waechter Llc

Fund Profile
Filing Period:
Fund Name: Code Waechter Llc
Portfolio Value $153,215,955
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%