Instuitional Investor - Code Waechter Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SCHD | 611,454 | $20,691,587 | 10.7% | |
| 2. | Capital Group Dividend Value | 344,545 | $16,979,157 | 8.78% | |
| 3. | Vanguard Index Fds - SMALL CP ETF | 44,952 | $13,625,907 | 7.05% | |
| 4. | Ishares Tr | 113,092 | $11,384,971 | 5.89% | |
| 5. | Vanguard Admiral Fds Inc | 57,143 | $8,766,886 | 4.54% |
Hedge Fund Resource Center 
