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Instuitional Investor - Connecticut Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Connecticut Wealth Management, Llc
Portfolio Value $209,081,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value (x$1000) % Port
Vanguard Admiral Fds Inc
534,946 $56,790 27.16%
Vanguard Admiral Fds Inc
284,764 $41,789 19.98%
3. IEF 169,737 $33,075 15.81%
4. IEF 279,403 $23,562 11.26%
Vanguard Index Fds
28,229 $3,974 1.9%