Instuitional Investor - Copperwynd Financial, Llc
Fund Profile
Filing Period:
Fund Name: | Copperwynd Financial, Llc |
Portfolio Value | $400,837,513 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds - GROWTH ETF | 73,454 | $32,202,257 | 8.03% | |
2. | IEF | 85,117 | $28,903,254 | 7.21% | |
3. | Vanguard World Fd | 74,678 | $27,345,015 | 6.82% | |
4. | Vanguard Index Fds - VALUE ETF | 135,480 | $23,944,821 | 5.97% | |
5. | Vanguard Tax-Managed Fds | 382,216 | $21,790,122 | 5.44% |