Instuitional Investor - Dougherty Wealth Advisers Llc
Fund Profile
Filing Period:
| Fund Name: | Dougherty Wealth Advisers Llc |
| Portfolio Value | $155,199,187 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Growth Etf - ETF | 83,358 | $39,979,330 | 25.76% | |
| 2. | Vanguard Value Etf - ETF | 205,586 | $38,339,640 | 24.7% | |
| 3. | Vanguard Mid-Cap Value Etf - ETF | 87,941 | $15,352,740 | 9.89% | |
| 4. | Vanguard S&P Small-Cap 600 Growth Etf - ETF | 75,579 | $9,202,499 | 5.93% | |
| 5. | VWO | 114,094 | $6,181,613 | 3.98% |
Hedge Fund Resource Center 
