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Instuitional Investor - Connecticut Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Connecticut Wealth Management, Llc
Portfolio Value $186,515,000
Fund Holdings Sector Distribution
Filing Period:
No. Security Ticker Shares Value (x$1000) % Port
Vanguard S&p
486,956 $54,627 29.28%
Vanguard S&p
288,564 $40,872 21.91%
3. IEF 156,381 $30,366 16.28%
4. BND 93,467 $7,596 4.07%
Vanguard Total
30,063 $4,230 2.26%